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

Mattern Wealth Management LLC

  • $402 Million
  • Q2 2024

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 7,898 shares of JEPI stock, worth $464,639. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,898
Previous 6,188 27.63%
Holding current value
$464,639
Previous $358,000 24.86%
% of portfolio
0.11%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,131
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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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