Oxinas Partners Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Oxinas Partners Wealth Management LLC

  • $150 Million
  • Q1 2024

A detailed history of Oxinas Partners Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 40,725 shares of JEPI stock, worth $2.29 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
40,725
Previous 38,470 5.86%
Holding current value
$2.29 Million
Previous $2.12 Million 11.39%
% of portfolio
1.57%
Previous 1.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$54.75 - $57.86 $123,461 - $130,474
2,255 Added 5.86%
40,725 $2.36 Million
Q4 2023

Jan 22, 2024
BUY
$51.51 - $55.33 $56,609 - $60,807
1,099 Added 2.94%
38,470 $2.12 Million
Q3 2023

Oct 25, 2023
BUY
$53.5 - $55.92 $15,943 - $16,664
298 Added 0.8%
37,371 $2 Million
Q2 2023

Jul 14, 2023
BUY
$53.85 - $55.4 $874,847 - $900,028
16,246 Added 78.0%
37,073 $2.05 Million
Q1 2023

Apr 12, 2023
BUY
$52.13 - $55.7 $1.09 Million - $1.16 Million
20,827 New
20,827 $1.14 Million

Others Institutions Holding JEPI

# of Institutions
1,089
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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