A detailed history of Moser Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 44,725 shares of JEPI stock, worth $2.6 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
44,725
Previous 39,445 13.39%
Holding current value
$2.6 Million
Previous $2.24 Million 19.06%
% of portfolio
1.4%
Previous 1.23%

Shares

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

Nov 05, 2024

BUY
$54.98 - $59.51 $290,294 - $314,212
5,280 Added 13.39%
44,725 $2.66 Million
Q2 2024

Aug 06, 2024

BUY
$55.45 - $57.39 $235,662 - $243,907
4,250 Added 12.08%
39,445 $2.24 Million
Q1 2024

May 01, 2024

BUY
$54.75 - $57.86 $331,237 - $350,053
6,050 Added 20.76%
35,195 $2.04 Million
Q4 2023

Feb 06, 2024

BUY
$51.51 - $55.33 $30,906 - $33,198
600 Added 2.1%
29,145 $1.6 Million
Q3 2023

Nov 09, 2023

BUY
$53.5 - $55.92 $55,105 - $57,597
1,030 Added 3.74%
28,545 $1.53 Million
Q2 2023

Aug 02, 2023

BUY
$53.85 - $55.4 $125,739 - $129,359
2,335 Added 9.27%
27,515 $1.52 Million
Q4 2022

Jan 12, 2023

BUY
$50.88 - $56.78 $361,248 - $403,138
7,100 Added 39.27%
25,180 $1.37 Million
Q3 2022

Nov 03, 2022

BUY
$51.23 - $57.83 $176,743 - $199,513
3,450 Added 23.58%
18,080 $926,000
Q2 2022

Aug 02, 2022

BUY
$52.86 - $62.23 $260,599 - $306,793
4,930 Added 50.82%
14,630 $811,000
Q1 2022

Apr 29, 2022

BUY
$58.11 - $63.04 $563,667 - $611,488
9,700 New
9,700 $596,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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