A detailed history of Sheets Smith Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sheets Smith Wealth Management holds 30,164 shares of JEPI stock, worth $1.76 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
30,164
Previous 30,256 0.3%
Holding current value
$1.76 Million
Previous $1.71 Million 4.73%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Nov 01, 2024

SELL
$54.98 - $59.51 $5,058 - $5,474
-92 Reduced 0.3%
30,164 $1.8 Million
Q2 2024

Jul 30, 2024

SELL
$55.45 - $57.39 $17,466 - $18,077
-315 Reduced 1.03%
30,256 $1.71 Million
Q1 2024

May 08, 2024

SELL
$54.75 - $57.86 $5,803 - $6,133
-106 Reduced 0.35%
30,571 $1.77 Million
Q4 2023

Feb 06, 2024

BUY
$51.51 - $55.33 $5,717 - $6,141
111 Added 0.36%
30,677 $1.69 Million
Q3 2023

Oct 23, 2023

SELL
$53.5 - $55.92 $64,039 - $66,936
-1,197 Reduced 3.77%
30,566 $1.64 Million
Q2 2023

Aug 09, 2023

BUY
$53.85 - $55.4 $135,378 - $139,275
2,514 Added 8.6%
31,763 $1.76 Million
Q1 2023

May 26, 2023

BUY
$52.13 - $55.7 $1.52 Million - $1.63 Million
29,194 Added 53080.0%
29,249 $1.6 Million
Q1 2023

May 12, 2023

SELL
$52.13 - $55.7 $330,452 - $353,082
-6,339 Reduced 99.14%
55 $3,000
Q4 2022

Mar 08, 2023

BUY
$50.88 - $56.78 $90,261 - $100,727
1,774 Added 38.4%
6,394 $348,000
Q3 2022

Nov 01, 2022

BUY
$51.23 - $57.83 $236,682 - $267,174
4,620 New
4,620 $237,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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