Marion Wealth Management J P Morgan Exchange Traded Fd Transaction History

Marion Wealth Management

  • $335 Million
  • Q1 2024

A detailed history of Marion Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Marion Wealth Management holds 16,032 shares of JEPI stock, worth $901,639. This represents 0.28% of its overall portfolio holdings.

Number of Shares
16,032
Previous 15,082 6.3%
Holding current value
$901,639
Previous $829,000 11.82%
% of portfolio
0.28%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 08, 2024
BUY
$54.75 - $57.86 $52,012 - $54,967
950 Added 6.3%
16,032 $927,000
Q4 2023

Jan 10, 2024
BUY
$51.51 - $55.33 $369,738 - $397,158
7,178 Added 90.81%
15,082 $829,000
Q3 2023

Oct 18, 2023
SELL
$53.5 - $55.92 $20,704 - $21,641
-387 Reduced 4.67%
7,904 $423,000
Q2 2023

Jul 24, 2023
BUY
$53.85 - $55.4 $446,470 - $459,321
8,291 New
8,291 $458,000

Others Institutions Holding JEPI

# of Institutions
1,089
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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