Smart Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Smart Wealth LLC

  • $255 Billion
  • Q3 2024

A detailed history of Smart Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Smart Wealth LLC holds 85,771 shares of JEPI stock, worth $5.1 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
85,771
Previous 76,208 12.55%
Holding current value
$5.1 Million
Previous $4.32 Billion 18.17%
% of portfolio
2.0%
Previous 1.75%

Shares

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

Dec 13, 2024
BUY
$54.98 - $59.51 $525,773 - $569,094
9,563 Added 12.55%
85,771 $5.1 Billion
Q2 2024

Dec 13, 2024
BUY
$55.45 - $57.39 $937,493 - $970,292
16,907 Added 28.51%
76,208 $4.32 Billion
Q1 2024

Dec 13, 2024
BUY
$54.75 - $57.86 $2.99 Million - $3.16 Million
54,671 Added 1180.8%
59,301 $3.43 Billion
Q4 2023

Dec 13, 2024
BUY
$51.51 - $55.33 $238,491 - $256,177
4,630 New
4,630 $255 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
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