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

Merkkuri Wealth Advisors LLC

  • $127 Billion
  • Q3 2024

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 66,232 shares of JEPI stock, worth $4.02 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares
66,232
Previous 59,501 11.31%
Holding current value
$4.02 Million
Previous $3.37 Billion 16.87%
% of portfolio
3.11%
Previous 3.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,168
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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 Merkkuri Wealth Advisors LLC Portfolio

Follow Merkkuri Wealth Advisors 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 Merkkuri Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merkkuri Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email