Solidarilty Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Solidarilty Wealth, LLC

  • $366 Million
  • Q3 2024

A detailed history of Solidarilty Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Solidarilty Wealth, LLC holds 4,596 shares of JEPI stock, worth $276,495. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,596
Previous 3,624 26.82%
Holding current value
$276,495
Previous $205,000 33.17%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 25, 2024
BUY
$54.98 - $59.51 $53,440 - $57,843
972 Added 26.82%
4,596 $273,000
Q2 2024

Aug 12, 2024
SELL
$55.45 - $57.39 $43,916 - $45,452
-792 Reduced 17.93%
3,624 $205,000
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $40,186 - $42,469
734 Added 19.93%
4,416 $255,000
Q4 2023

Feb 12, 2024
SELL
$51.51 - $55.33 $5,511 - $5,920
-107 Reduced 2.82%
3,682 $202,000
Q3 2023

Oct 19, 2023
BUY
$53.5 - $55.92 $202,711 - $211,880
3,789 New
3,789 $202,000

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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