Mattern Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Mattern Wealth Management LLC

  • $418 Million
  • Q1 2025

A detailed history of Mattern Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mattern Wealth Management LLC holds 9,904 shares of JEPI stock, worth $555,515. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,904
Previous 9,672 2.4%
Holding current value
$555,515
Previous $556,000 1.62%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Apr 23, 2025
BUY
$56.17 - $59.71 $13,031 - $13,852
232 Added 2.4%
9,904 $565,000
Q4 2024

Jan 22, 2025
BUY
$57.53 - $60.83 $92,048 - $97,328
1,600 Added 19.82%
9,672 $556,000
Q3 2024

Oct 21, 2024
BUY
$54.98 - $59.51 $9,566 - $10,354
174 Added 2.2%
8,072 $480,000
Q2 2024

Jul 17, 2024
BUY
$55.45 - $57.39 $94,819 - $98,136
1,710 Added 27.63%
7,898 $447,000
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $338,793 - $358,037
6,188 New
6,188 $358,000

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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