Spire Wealth Management J P Morgan Exchange Traded Fd Transaction History

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024

A detailed history of Spire Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Spire Wealth Management holds 113,366 shares of JEPI stock, worth $6.6 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
113,366
Previous 107,803 5.16%
Holding current value
$6.6 Million
Previous $6.11 Million 10.41%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Oct 15, 2024
BUY
$54.98 - $59.51 $305,853 - $331,054
5,563 Added 5.16%
113,366 $6.75 Million
Q2 2024

Jul 31, 2024
SELL
$55.45 - $57.39 $11 Million - $11.3 Million
-197,741 Reduced 64.72%
107,803 $6.11 Million
Q1 2024

Apr 24, 2024
BUY
$54.75 - $57.86 $1.27 Million - $1.35 Million
23,248 Added 8.24%
305,544 $17.7 Million
Q4 2023

Feb 06, 2024
BUY
$51.51 - $55.33 $1.99 Million - $2.14 Million
38,643 Added 15.86%
282,296 $15.5 Million
Q3 2023

Nov 08, 2023
BUY
$53.5 - $55.92 $1.33 Million - $1.39 Million
24,920 Added 11.39%
243,653 $13.1 Million
Q2 2023

Aug 09, 2023
BUY
$53.85 - $55.4 $1.63 Million - $1.68 Million
30,269 Added 16.06%
218,733 $12.1 Million
Q1 2023

May 09, 2023
BUY
$52.13 - $55.7 $5.47 Million - $5.85 Million
104,978 Added 125.74%
188,464 $10.3 Million
Q4 2022

Feb 03, 2023
BUY
$50.88 - $56.78 $1.32 Million - $1.47 Million
25,914 Added 45.01%
83,486 $4.55 Million
Q3 2022

Nov 07, 2022
SELL
$51.23 - $57.83 $878,645 - $991,842
-17,151 Reduced 22.95%
57,572 $2.95 Million
Q2 2022

Jul 22, 2022
SELL
$52.86 - $62.23 $3.84 Million - $4.52 Million
-72,565 Reduced 49.27%
74,723 $4.14 Million
Q1 2022

Apr 18, 2022
BUY
$58.11 - $63.04 $1.04 Million - $1.13 Million
17,860 Added 13.8%
147,288 $9.1 Million
Q4 2021

Jan 14, 2022
BUY
$59.34 - $63.61 $923,686 - $990,153
15,566 Added 13.67%
129,428 $8.18 Million
Q3 2021

Oct 22, 2021
BUY
$59.61 - $62.63 $64,319 - $67,577
1,079 Added 0.96%
113,862 $6.82 Million
Q2 2021

Jul 26, 2021
BUY
$57.89 - $60.58 $1.12 Million - $1.17 Million
19,274 Added 20.61%
112,783 $6.83 Million
Q1 2021

May 21, 2021
BUY
$54.44 - $58.32 $5.09 Million - $5.45 Million
93,509 New
93,509 $5.44 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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