Ritholtz Wealth Management J P Morgan Exchange Traded Fd Transaction History

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024

A detailed history of Ritholtz Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ritholtz Wealth Management holds 5,750 shares of JEPI stock, worth $342,642. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,750
Previous 13,699 58.03%
Holding current value
$342,642
Previous $776,000 55.93%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Oct 10, 2024
SELL
$54.98 - $59.51 $437,036 - $473,044
-7,949 Reduced 58.03%
5,750 $342,000
Q2 2024

Jul 31, 2024
BUY
$55.45 - $57.39 $759,609 - $786,185
13,699 New
13,699 $776,000

Others Institutions Holding JEPI

# of Institutions
1,143
Shares Held
271M
Call Options Held
283K
Put Options Held
338K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email