Semus Wealth Partners LLC J P Morgan Exchange Traded Fd Transaction History

Semus Wealth Partners LLC

$143 Billion
Q3 2024

A detailed history of Semus Wealth Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Semus Wealth Partners LLC holds 54,078 shares of JEPI stock, worth $3.25 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

54,078

Previous 51,842 4.31%

Holding current value

$3.25 Million

Previous $2.94 Billion 9.52%

% of portfolio

2.25%

Previous 2.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$54.98 - $59.51 $122,935 - $133,064	2,236 Added 4.31%	54,078 $3.22 Billion
Q2 2024 Jul 31, 2024	BUY	$55.45 - $57.39 $101,196 - $104,736	1,825 Added 3.65%	51,842 $2.94 Billion
Q1 2024 May 07, 2024	SELL	$54.75 - $57.86 $692,751 - $732,102	-12,653 Reduced 20.19%	50,017 $2.89 Billion
Q4 2023 Jan 23, 2024	BUY	$51.51 - $55.33 $74,998 - $80,560	1,456 Added 2.38%	62,670 $3.45 Billion
Q3 2023 Oct 31, 2023	BUY	$53.5 - $55.92 $307,036 - $320,924	5,739 Added 10.35%	61,214 $3.28 Billion
Q2 2023 Aug 01, 2023	BUY	$53.85 - $55.4 $560,470 - $576,603	10,408 Added 23.09%	55,475 $3.07 Billion
Q1 2023 Apr 24, 2023	BUY	$52.13 - $55.7 $365,587 - $390,624	7,013 Added 18.43%	45,067 $2.46 Billion
Q4 2022 Feb 08, 2023	BUY	$50.88 - $56.78 $1.94 Million - $2.16 Million	38,054 New	38,054 $2.07 Billion

Others Institutions Holding JEPI

# of Institutions

1,168

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Semus Wealth Partners LLC J P Morgan Exchange Traded Fd Transaction History