Stone Crest Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Stone Crest Wealth Management, Inc.

$153 Billion
Q4 2024

A detailed history of Stone Crest Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 68,019 shares of JEPI stock, worth $3.86 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

68,019

Previous 64,287 5.81%

Holding current value

$3.86 Million

Previous $3.83 Billion 2.28%

% of portfolio

2.55%

Previous 2.78%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$57.53 - $60.83 $214,701 - $227,017	3,732 Added 5.81%	68,019 $3.91 Billion
Q3 2024 Oct 08, 2024	BUY	$54.98 - $59.51 $149,160 - $161,450	2,713 Added 4.41%	64,287 $3.83 Billion
Q2 2024 Jul 15, 2024	SELL	$55.45 - $57.39 $377,725 - $390,940	-6,812 Reduced 9.96%	61,574 $3.49 Billion
Q1 2024 Apr 22, 2024	BUY	$54.75 - $57.86 $257,708 - $272,347	4,707 Added 7.39%	68,386 $3.96 Billion
Q4 2023 Jan 22, 2024	BUY	$51.51 - $55.33 $3.28 Million - $3.52 Million	63,679 New	63,679 $3.5 Billion

Others Institutions Holding JEPI

# of Institutions

1,332

Shares Held

303M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Stone Crest Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History