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

Onyx Bridge Wealth Group LLC

$654 Million
Q1 2025

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 51,985 shares of JEPI stock, worth $2.92 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

51,985

Previous 50,234 3.49%

Holding current value

$2.92 Million

Previous $2.89 Million 2.8%

% of portfolio

0.45%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$56.17 - $59.71 $98,353 - $104,552	1,751 Added 3.49%	51,985 $2.97 Million
Q4 2024 Jan 27, 2025	BUY	$57.53 - $60.83 $310,431 - $328,238	5,396 Added 12.03%	50,234 $2.89 Million
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

1,372

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Onyx Bridge Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Onyx Bridge Wealth Group LLC with notifications on news.

Account

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