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

Selective Wealth Management, Inc.

$233 Million
Q1 2024

A detailed history of Selective Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 177,401 shares of JEPI stock, worth $9.97 Million. This represents 4.4% of its overall portfolio holdings.

Number of Shares

177,401

Previous 145,487 21.94%

Holding current value

$9.97 Million

Previous $8 Million 28.33%

% of portfolio

4.4%

Previous 3.92%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$54.75 - $57.86 $1.75 Million - $1.85 Million	31,914 Added 21.94%	177,401 $10.3 Million
Q4 2023 Jan 05, 2024	SELL	$51.51 - $55.33 $798,405 - $857,615	-15,500 Reduced 9.63%	145,487 $8 Million
Q3 2023 Oct 10, 2023	BUY	$53.5 - $55.92 $4.84 Million - $5.06 Million	90,420 Added 128.13%	160,987 $8.62 Million
Q2 2023 Jul 11, 2023	BUY	$53.85 - $55.4 $2.34 Million - $2.41 Million	43,528 Added 160.98%	70,567 $3.9 Million
Q4 2022 Jan 23, 2023	BUY	$53.56 - $56.78 $1.42 Million - $1.51 Million	26,539 Added 5307.8%	27,039 $0

Q2 2022 Jul 28, 2022	BUY	N/A	500 New	500 $28,000

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

More about JEPI

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