Power Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Power Wealth Management LLC

$239 Billion
Q4 2024

A detailed history of Power Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Power Wealth Management LLC holds 161,914 shares of JEPI stock, worth $9.57 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares

161,914

Previous 153,122 5.74%

Holding current value

$9.57 Million

Previous $9.11 Billion 2.22%

% of portfolio

3.89%

Previous 3.89%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$57.53 - $60.83 $505,803 - $534,817	8,792 Added 5.74%	161,914 $9.31 Billion
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $1.03 Million - $1.11 Million	18,689 Added 13.9%	153,122 $9.11 Billion
Q2 2024 Aug 13, 2024	BUY	$55.45 - $57.39 $2.26 Million - $2.33 Million	40,680 Added 43.39%	134,433 $7.62 Billion
Q1 2024 May 03, 2024	BUY	$54.75 - $57.86 $684,648 - $723,539	12,505 Added 15.39%	93,753 $5.42 Billion
Q4 2023 Feb 06, 2024	BUY	$51.51 - $55.33 $4.19 Million - $4.5 Million	81,248 New	81,248 $4.47 Billion

Others Institutions Holding JEPI

# of Institutions

1,317

Shares Held

304M

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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Power Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History