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

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Modera Wealth Management, LLC holds 7,222 shares of JEPI stock, worth $403,854. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,222
Holding current value
$403,854
% of portfolio
0.01%

Shares

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

May 08, 2025
BUY
$56.17 - $59.71 $405,659 - $431,225
7,222 New
7,222 $412,000
Q3 2023

Nov 30, 2023
BUY
$53.5 - $55.92 $206,884 - $216,242
3,867 New
3,867 $207,000

Others Institutions Holding JEPI

# of Institutions
1,367
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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