A detailed history of Private Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Private Wealth Partners, LLC holds 30,333 shares of JEPI stock, worth $1.77 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
30,333
Previous 30,333 -0.0%
Holding current value
$1.77 Million
Previous $1.72 Million 5.0%
% of portfolio
0.15%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$55.45 - $57.39 $243,980 - $252,516
-4,400 Reduced 12.67%
30,333 $1.72 Million
Q1 2024

May 08, 2024

BUY
$54.75 - $57.86 $448,950 - $474,452
8,200 Added 30.9%
34,733 $2.01 Million
Q4 2023

Feb 02, 2024

SELL
$51.51 - $55.33 $180,285 - $193,655
-3,500 Reduced 11.65%
26,533 $1.46 Million
Q3 2023

Nov 06, 2023

BUY
$53.5 - $55.92 $163,228 - $170,611
3,051 Added 11.31%
30,033 $1.61 Million
Q2 2023

Aug 03, 2023

BUY
$53.85 - $55.4 $354,440 - $364,642
6,582 Added 32.26%
26,982 $1.49 Million
Q1 2023

May 03, 2023

SELL
$52.13 - $55.7 $5,213 - $5,570
-100 Reduced 0.49%
20,400 $1.11 Million
Q4 2022

Jan 25, 2023

BUY
$50.88 - $56.78 $1.04 Million - $1.16 Million
20,500 New
20,500 $0

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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