Prosperity Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Prosperity Wealth Management, Inc.

$211 Billion
Q1 2024

A detailed history of Prosperity Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 33,273 shares of JEPI stock, worth $1.89 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

33,273

Previous 32,629 1.97%

Holding current value

$1.89 Million

Previous $1.79 Billion 7.31%

% of portfolio

0.91%

Previous 1.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$54.75 - $57.86 $35,259 - $37,261	644 Added 1.97%	33,273 $1.93 Billion
Q4 2023 Jan 30, 2024	SELL	$51.51 - $55.33 $369,996 - $397,435	-7,183 Reduced 18.04%	32,629 $1.79 Billion
Q3 2023 Nov 07, 2023	BUY	$53.5 - $55.92 $286,064 - $299,004	5,347 Added 15.51%	39,812 $2.13 Billion
Q2 2023 Sep 12, 2023	BUY	$53.85 - $55.4 $731,175 - $752,221	13,578 Added 65.01%	34,465 $1.91 Billion
Q1 2023 Sep 12, 2023	SELL	$52.13 - $55.7 $147,892 - $158,020	-2,837 Reduced 11.96%	20,887 $1.14 Billion

Q4 2022 Sep 12, 2023	BUY	$53.56 - $56.78 $1.27 Million - $1.35 Million	23,724 New	23,724 $1.29 Billion

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

Ticker JEPI
Sector ETFs
Industry ETFs

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Prosperity Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History