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

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 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 15,035 shares of JEPI stock, worth $875,037. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,035
Previous 79,241 81.03%
Holding current value
$875,037
Previous $4.49 Million 80.09%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 09, 2024
SELL
$54.98 - $59.51 $3.53 Million - $3.82 Million
-64,206 Reduced 81.03%
15,035 $894,000
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
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email