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

Perissos Private Wealth Management, LLC

  • $125 Billion
  • Q3 2024

A detailed history of Perissos Private Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 93,422 shares of JEPI stock, worth $5.6 Million. This represents 4.46% of its overall portfolio holdings.

Number of Shares
93,422
Previous 70,601 32.32%
Holding current value
$5.6 Million
Previous $4 Billion 38.93%
% of portfolio
4.46%
Previous 3.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$54.98 - $59.51 $1.25 Million - $1.36 Million
22,821 Added 32.32%
93,422 $5.56 Billion
Q2 2024

Aug 09, 2024
BUY
$55.45 - $57.39 $665,899 - $689,196
12,009 Added 20.5%
70,601 $4 Billion
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $3.21 Million - $3.39 Million
58,592 New
58,592 $3.39 Billion

Others Institutions Holding JEPI

# of Institutions
1,166
Shares Held
279M
Call Options Held
307K
Put Options Held
341K
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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