Mascagni Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Mascagni Wealth Management, Inc.

  • $101 Billion
  • Q1 2025

A detailed history of Mascagni Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 11,474 shares of JEPI stock, worth $643,576. This represents 0.65% of its overall portfolio holdings.

Number of Shares
11,474
Previous 9,863 16.33%
Holding current value
$643,576
Previous $563,000 116347.6%
% of portfolio
0.65%
Previous 0.61%

Shares

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

Apr 22, 2025
BUY
$56.17 - $59.71 $90,489 - $96,192
1,611 Added 16.33%
11,474 $656 Million
Q1 2025

Apr 22, 2025
SELL
$56.17 - $59.71 $90,489 - $96,192
-1,611 Reduced 14.04%
9,863 $563,000
Q4 2024

Apr 22, 2025
BUY
$57.53 - $60.83 $92,680 - $97,997
1,611 Added 16.33%
11,474 $660,000
Q4 2024

Mar 21, 2025
BUY
$57.53 - $60.83 $567,418 - $599,966
9,863 New
9,863 $567 Million

Others Institutions Holding JEPI

# of Institutions
1,369
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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