Merkkuri Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Merkkuri Wealth Advisors LLC

  • $117 Billion
  • Q1 2025

A detailed history of Merkkuri Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 73,112 shares of JEPI stock, worth $4.01 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
73,112
Previous 72,021 1.51%
Holding current value
$4.01 Million
Previous $4.14 Billion 0.83%
% of portfolio
3.58%
Previous 3.28%

Shares

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

Apr 22, 2025
BUY
$56.17 - $59.71 $61,281 - $65,143
1,091 Added 1.51%
73,112 $4.18 Billion
Q4 2024

Jan 21, 2025
BUY
$57.53 - $60.83 $333,041 - $352,144
5,789 Added 8.74%
72,021 $4.14 Billion
Q3 2024

Oct 23, 2024
BUY
$54.98 - $59.51 $370,070 - $400,561
6,731 Added 11.31%
66,232 $3.94 Billion
Q2 2024

Oct 23, 2024
BUY
$55.45 - $57.39 $3.3 Million - $3.41 Million
59,501 New
59,501 $3.37 Billion

Others Institutions Holding JEPI

# of Institutions
1,349
Shares Held
313M
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
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