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

Marks Wealth, LLC

  • $272 Billion
  • Q1 2025

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 8,048 shares of JEPI stock, worth $451,412. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,048
Previous 7,132 12.84%
Holding current value
$451,412
Previous $410 Million 12.08%
% of portfolio
0.17%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$56.17 - $59.71 $51,451 - $54,694
916 Added 12.84%
8,048 $460 Million
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
1,368
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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