Paradigm, Strategies In Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Paradigm, Strategies In Wealth Management, LLC

$144 Million
Q4 2024

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 19,472 shares of JEPI stock, worth $1.12 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

19,472

Previous 11,961 62.8%

Holding current value

$1.12 Million

Previous $711,000 57.52%

% of portfolio

0.78%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$57.53 - $60.83 $432,107 - $456,894	7,511 Added 62.8%	19,472 $1.12 Million
Q3 2024 Oct 24, 2024	BUY	$54.98 - $59.51 $2,584 - $2,796	47 Added 0.39%	11,961 $711,000
Q2 2024 Jul 30, 2024	SELL	$55.45 - $57.39 $29,554 - $30,588	-533 Reduced 4.28%	11,914 $675,000
Q1 2024 May 02, 2024	BUY	$54.75 - $57.86 $370,657 - $391,712	6,770 Added 119.25%	12,447 $720,000
Q3 2023 Oct 25, 2023	BUY	$53.5 - $55.92 $50,236 - $52,508	939 Added 19.82%	5,677 $304,000
Q1 2023 May 02, 2023	BUY	$52.13 - $55.7 $246,991 - $263,906	4,738 New	4,738 $258,000

Others Institutions Holding JEPI

# of Institutions

1,330

Shares Held

303M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Paradigm, Strategies In Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History