Resolute Wealth Strategies, LLC J P Morgan Exchange Traded Fd Transaction History

Resolute Wealth Strategies, LLC

$174 Billion
Q2 2024

A detailed history of Resolute Wealth Strategies, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Resolute Wealth Strategies, LLC holds 22,134 shares of JEPI stock, worth $1.3 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

22,134

Previous 24,867 10.99%

Holding current value

$1.3 Million

Previous $1.44 Billion 12.8%

% of portfolio

0.72%

Previous 0.87%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$55.45 - $57.39 $151,544 - $156,846	-2,733 Reduced 10.99%	22,134 $1.25 Billion
Q1 2024 May 14, 2024	SELL	$54.75 - $57.86 $30,003 - $31,707	-548 Reduced 2.16%	24,867 $1.44 Billion
Q4 2023 Feb 06, 2024	BUY	$51.51 - $55.33 $12,001 - $12,891	233 Added 0.93%	25,415 $1.4 Billion
Q3 2023 Nov 13, 2023	BUY	$53.5 - $55.92 $66,661 - $69,676	1,246 Added 5.21%	25,182 $1.35 Billion
Q2 2023 Aug 08, 2023	BUY	$53.85 - $55.4 $12,439 - $12,797	231 Added 0.97%	23,936 $1.32 Billion
Q1 2023 May 04, 2023	BUY	$52.13 - $55.7 $1.24 Million - $1.32 Million	23,705 New	23,705 $1.29 Billion

Others Institutions Holding JEPI

# of Institutions

1,131

Shares Held

270M

Call Options Held

283K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Resolute Wealth Strategies, LLC J P Morgan Exchange Traded Fd Transaction History