Paragon Private Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Paragon Private Wealth Management, LLC

  • $163 Million
  • Q1 2024

A detailed history of Paragon Private Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 8,628 shares of JEPI stock, worth $486,446. This represents 0.31% of its overall portfolio holdings.

Number of Shares
8,628
Previous 8,628 -0.0%
Holding current value
$486,446
Previous $474,000 5.27%
% of portfolio
0.31%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
BUY
$51.51 - $55.33 $10,095 - $10,844
196 Added 2.32%
8,628 $474,000
Q2 2023

Aug 03, 2023
SELL
$53.85 - $55.4 $107 - $110
-2 Reduced 0.02%
8,432 $466,000
Q1 2023

Apr 17, 2023
BUY
$52.13 - $55.7 $2,762 - $2,952
53 Added 0.63%
8,434 $460,000
Q3 2022

Nov 02, 2022
SELL
N/A
-731 Reduced 8.02%
8,381 $448,000
Q1 2022

Jun 13, 2022
BUY
N/A
167 Added 1.87%
9,112 $526,000
Q4 2021

Jun 08, 2022
BUY
N/A
8,945 New
8,945 $565,000

Others Institutions Holding JEPI

# of Institutions
1,088
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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