Onyx Bridge Wealth Group LLC J P Morgan Exchange Traded Fd Transaction History

Onyx Bridge Wealth Group LLC

  • $639 Million
  • Q3 2024

A detailed history of Onyx Bridge Wealth Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Onyx Bridge Wealth Group LLC holds 44,838 shares of JEPI stock, worth $2.61 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
44,838
Previous 36,674 22.26%
Holding current value
$2.61 Million
Previous $2.08 Million 28.39%
% of portfolio
0.42%
Previous 0.35%

Shares

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

Oct 16, 2024
BUY
$54.98 - $59.51 $448,856 - $485,839
8,164 Added 22.26%
44,838 $2.67 Million
Q2 2024

Jul 22, 2024
BUY
$55.45 - $57.39 $811,510 - $839,902
14,635 Added 66.41%
36,674 $2.08 Million
Q1 2024

Apr 29, 2024
BUY
$54.75 - $57.86 $885,581 - $935,885
16,175 Added 275.84%
22,039 $1.28 Million
Q4 2023

Jan 31, 2024
BUY
$51.51 - $55.33 $302,054 - $324,455
5,864 New
5,864 $322,000
Q3 2022

Oct 13, 2022
BUY
$51.23 - $57.83 $458,047 - $517,058
8,941 New
8,941 $455,000

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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