New Edge Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, New Edge Wealth, LLC holds 108,586 shares of JEPI stock, worth $6.53 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

108,586

Previous 95,986 13.13%

Holding current value

$6.53 Million

Previous $5.44 Million 18.77%

% of portfolio

0.12%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $692,748 - $749,826	12,600 Added 13.13%	108,586 $6.46 Million
Q2 2024 Aug 01, 2024	SELL	$55.45 - $57.39 $2.58 Million - $2.67 Million	-46,590 Reduced 32.68%	95,986 $5.44 Million
Q1 2024 May 06, 2024	BUY	$54.75 - $57.86 $5.65 Million - $5.97 Million	103,247 Added 262.52%	142,576 $8.25 Million
Q4 2023 Jan 29, 2024	BUY	$51.51 - $55.33 $472,346 - $507,376	9,170 Added 30.41%	39,329 $2.16 Million
Q3 2023 Nov 08, 2023	BUY	$53.5 - $55.92 $219,457 - $229,383	4,102 Added 15.74%	30,159 $1.62 Million
Q2 2023 Aug 09, 2023	BUY	$53.85 - $55.4 $1.07 Million - $1.1 Million	19,786 Added 315.52%	26,057 $1.44 Million
Q1 2023 May 08, 2023	BUY	$52.13 - $55.7 $326,907 - $349,294	6,271 New	6,271 $342,000

Others Institutions Holding JEPI

# of Institutions

1,166

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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New Edge Wealth, LLC J P Morgan Exchange Traded Fd Transaction History