A detailed history of Solutions 4 Wealth, LTD transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Solutions 4 Wealth, LTD holds 14,971 shares of JEPI stock, worth $900,655. This represents 1.74% of its overall portfolio holdings.

Number of Shares
14,971
Previous 14,714 1.75%
Holding current value
$900,655
Previous $834 Million 6.83%
% of portfolio
1.74%
Previous 1.89%

Shares

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

Nov 14, 2024

BUY
$54.98 - $59.51 $14,129 - $15,294
257 Added 1.75%
14,971 $891 Million
Q2 2024

Aug 14, 2024

BUY
$55.45 - $57.39 $564,591 - $584,344
10,182 Added 224.67%
14,714 $834 Million
Q1 2024

May 02, 2024

BUY
$54.75 - $57.86 $4,489 - $4,744
82 Added 1.84%
4,532 $262 Million
Q4 2023

Feb 06, 2024

BUY
$51.51 - $55.33 $229,219 - $246,218
4,450 New
4,450 $245 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Solutions 4 Wealth, LTD Portfolio

Follow Solutions 4 Wealth, LTD 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 Solutions 4 Wealth, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Solutions 4 Wealth, LTD with notifications on news.