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

Semus Wealth Partners LLC

$130 Billion
Q2 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 51,842 shares of JEPI stock, worth $3.08 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

51,842

Previous 50,017 3.65%

Holding current value

$3.08 Million

Previous $2.89 Billion 1.54%

% of portfolio

2.27%

Previous 2.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,132

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Semus Wealth Partners LLC with notifications on news.

Account

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