Ritholtz Wealth Management J P Morgan Exchange Traded Fd Transaction History

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025

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 7,827 shares of JEPI stock, worth $439,016. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,827
Previous 7,635 2.51%
Holding current value
$439,016
Previous $439,000 0.91%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$56.17 - $59.71 $10,784 - $11,464
192 Added 2.51%
7,827 $443,000
Q4 2024

Jan 14, 2025
BUY
$57.53 - $60.83 $108,444 - $114,664
1,885 Added 32.78%
7,635 $439,000
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
1,369
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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