A detailed history of Silverlake Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Silverlake Wealth Management LLC holds 65,780 shares of JEPI stock, worth $3.89 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
65,780
Previous 62,125 5.88%
Holding current value
$3.89 Million
Previous $3.59 Billion 3.72%
% of portfolio
1.53%
Previous 1.83%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$55.45 - $57.39 $202,669 - $209,760
3,655 Added 5.88%
65,780 $3.73 Billion
Q1 2024

Apr 18, 2024

BUY
$54.75 - $57.86 $283,550 - $299,656
5,179 Added 9.09%
62,125 $3.59 Billion
Q4 2023

Jan 22, 2024

SELL
$51.51 - $55.33 $336,617 - $361,581
-6,535 Reduced 10.29%
56,946 $3.13 Billion
Q3 2023

Oct 10, 2023

BUY
$53.5 - $55.92 $184,468 - $192,812
3,448 Added 5.74%
63,481 $3.4 Billion
Q2 2023

Jul 25, 2023

BUY
$53.85 - $55.4 $1.72 Million - $1.77 Million
31,995 Added 114.11%
60,033 $3.32 Billion
Q1 2023

Apr 12, 2023

BUY
$52.13 - $55.7 $195,435 - $208,819
3,749 Added 15.43%
28,038 $1.53 Billion
Q4 2022

Feb 15, 2023

BUY
$50.88 - $56.78 $1.24 Million - $1.38 Million
24,289 New
24,289 $1.32 Billion
Q3 2022

Apr 06, 2023

BUY
$51.23 - $57.83 $18,955 - $21,397
370 Added 4.84%
8,020 $411 Million
Q2 2022

Apr 06, 2023

SELL
$52.86 - $62.23 $879,537 - $1.04 Million
-16,639 Reduced 68.5%
7,650 $424 Million
Q1 2022

Apr 06, 2023

BUY
$58.11 - $63.04 $99,774 - $108,239
1,717 Added 30.8%
7,292 $448 Million
Q4 2021

Apr 06, 2023

SELL
$59.34 - $63.61 $1.11 Million - $1.19 Million
-18,714 Reduced 77.05%
5,575 $352 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Silverlake Wealth Management LLC Portfolio

Follow Silverlake Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Silverlake Wealth Management LLC with notifications on news.