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

Mattern Wealth Management LLC

  • $422 Million
  • Q4 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 9,672 shares of JEPI stock, worth $548,886. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,672
Previous 8,072 19.82%
Holding current value
$548,886
Previous $480,000 15.83%
% of portfolio
0.13%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,327
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 Mattern Wealth Management LLC Portfolio

Follow Mattern Wealth Management 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 Mattern Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mattern Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email