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 64,287 shares of JEPI stock, worth $3.74 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares
64,287
Previous 61,574 4.41%
Holding current value
$3.74 Million
Previous $3.49 Billion 9.62%
% of portfolio
2.78%
Previous 2.66%

Shares

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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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