Simplicity Wealth,Llc J P Morgan Exchange Traded Fd Transaction History

Simplicity Wealth,Llc

  • $4.32 Billion
  • Q2 2024

A detailed history of Simplicity Wealth,Llc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Simplicity Wealth,Llc holds 79,241 shares of JEPI stock, worth $4.66 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
79,241
Previous 74,601 6.22%
Holding current value
$4.66 Million
Previous $4.32 Million 4.05%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jul 10, 2024
BUY
$55.45 - $57.39 $257,288 - $266,289
4,640 Added 6.22%
79,241 $4.49 Million
Q1 2024

Apr 24, 2024
BUY
$54.75 - $57.86 $4.08 Million - $4.32 Million
74,601 New
74,601 $4.32 Million

Others Institutions Holding JEPI

# of Institutions
1,131
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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