Mgb Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Mgb Wealth Management, LLC

  • $322 Billion
  • Q4 2024

A detailed history of Mgb Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 4,140 shares of JEPI stock, worth $243,390. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,140
Previous 4,640 10.78%
Holding current value
$243,390
Previous $276 Million 13.74%
% of portfolio
0.07%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$57.53 - $60.83 $28,765 - $30,415
-500 Reduced 10.78%
4,140 $238 Million
Q3 2024

Nov 12, 2024
SELL
$54.98 - $59.51 $4,948 - $5,355
-90 Reduced 1.9%
4,640 $276 Million
Q1 2024

May 06, 2024
SELL
$54.75 - $57.86 $8,486 - $8,968
-155 Reduced 3.17%
4,730 $274 Million
Q4 2023

Apr 22, 2024
BUY
$51.51 - $55.33 $251,626 - $270,287
4,885 New
4,885 $269 Million

Others Institutions Holding JEPI

# of Institutions
1,253
Shares Held
291M
Call Options Held
307K
Put Options Held
344K
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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