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

Onyx Bridge Wealth Group LLC

$667 Million
Q4 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 50,234 shares of JEPI stock, worth $2.95 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

50,234

Previous 44,838 12.03%

Holding current value

$2.95 Million

Previous $2.67 Million 8.28%

% of portfolio

0.43%

Previous 0.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,221

Shares Held

284M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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