A detailed history of Mn Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 16,544 shares of JEPI stock, worth $962,860. This represents 0.56% of its overall portfolio holdings.

Number of Shares
16,544
Previous 4,540 264.41%
Holding current value
$962,860
Previous $257 Million 282.57%
% of portfolio
0.56%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$54.98 - $59.51 $659,979 - $714,358
12,004 Added 264.41%
16,544 $985 Million
Q2 2024

Jul 23, 2024

BUY
$55.45 - $57.39 $251,743 - $260,550
4,540 New
4,540 $257 Million
Q4 2023

Feb 12, 2024

BUY
$51.51 - $55.33 $721,655 - $775,173
14,010 New
14,010 $770 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Mn Wealth Advisors, LLC Portfolio

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

News

Stay updated on Mn Wealth Advisors, LLC with notifications on news.