Marks Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Marks Wealth, LLC

  • $208 Billion
  • Q4 2024

A detailed history of Marks Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Marks Wealth, LLC holds 7,132 shares of JEPI stock, worth $415,082. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,132
Previous 492,084 98.55%
Holding current value
$415,082
Previous $29.3 Billion 98.6%
% of portfolio
0.2%
Previous 12.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$57.53 - $60.83 $27.9 Million - $29.5 Million
-484,952 Reduced 98.55%
7,132 $410 Million
Q3 2024

Oct 18, 2024
BUY
$54.98 - $59.51 $27.1 Million - $29.3 Million
492,084 New
492,084 $29.3 Billion
Q1 2024

Apr 30, 2024
BUY
$54.75 - $57.86 $39.7 Million - $41.9 Million
724,421 New
724,421 $41.9 Billion
Q2 2023

Jul 13, 2023
BUY
$53.85 - $55.4 $84.1 Million - $86.5 Million
1,561,090 New
1,561,090 $86.4 Million

Others Institutions Holding JEPI

# of Institutions
1,327
Shares Held
304M
Call Options Held
179K
Put Options Held
309K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Marks Wealth, LLC Portfolio

Follow Marks Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marks Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email