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

Mbl Wealth, LLC

$833 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	BUY	$54.75 - $57.86 $128,498 - $135,797	2,347 Added 2.51%	95,870 $5.55 Million
Q4 2023 Jan 18, 2024	SELL	$51.51 - $55.33 $35,129 - $37,735	-682 Reduced 0.72%	93,523 $5.14 Million
Q3 2023 Oct 11, 2023	SELL	$53.5 - $55.92 $2.04 Million - $2.13 Million	-38,158 Reduced 28.83%	94,205 $5.05 Million
Q2 2023 Jul 17, 2023	BUY	$53.85 - $55.4 $500,051 - $514,444	9,286 Added 7.54%	132,363 $7.32 Million
Q1 2023 Apr 11, 2023	BUY	$52.13 - $55.7 $408,230 - $436,186	7,831 Added 6.8%	123,077 $6.72 Million
Q4 2022 Jan 12, 2023	BUY	$50.88 - $56.78 $1.5 Million - $1.67 Million	29,452 Added 34.33%	115,246 $6.28 Million
Q3 2022 Jan 12, 2023	BUY	$51.23 - $57.83 $4.4 Million - $4.96 Million	85,794 New	85,794 $4.4 Million

Others Institutions Holding JEPI

# of Institutions

1,166

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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