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

Stone Crest Wealth Management, Inc.

$157 Billion
Q1 2025

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 69,876 shares of JEPI stock, worth $3.92 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

69,876

Previous 68,019 2.73%

Holding current value

$3.92 Million

Previous $3.91 Billion 2.03%

% of portfolio

2.54%

Previous 2.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$56.17 - $59.71 $104,307 - $110,881	1,857 Added 2.73%	69,876 $3.99 Billion
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

1,371

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Crest Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stone Crest Wealth Management, Inc. with notifications on news.

Account

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