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 $904,505. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,035
Previous 79,241 81.03%
Holding current value
$904,505
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
1,166
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
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