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

Stone Crest Wealth Management, Inc.

  • $116 Billion
  • Q1 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 68,386 shares of JEPI stock, worth $3.84 Million. This represents 3.42% of its overall portfolio holdings.

Number of Shares
68,386
Previous 63,679 7.39%
Holding current value
$3.84 Million
Previous $3.5 Billion 13.02%
% of portfolio
3.42%
Previous 3.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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