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

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 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 11,961 shares of JEPI stock, worth $719,573. This represents 0.46% of its overall portfolio holdings.

Number of Shares

11,961

Previous 11,914 0.39%

Holding current value

$719,573

Previous $675,000 5.33%

% of portfolio

0.46%

Previous 0.41%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,166

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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