Strategies Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Strategies Wealth Advisors, LLC

  • $819 Billion
  • Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 4,777 shares of JEPI stock, worth $267,941. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,777
Previous 4,750 0.57%
Holding current value
$267,941
Previous $281 Million 2.76%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$56.17 - $59.71 $1,516 - $1,612
27 Added 0.57%
4,777 $273 Million
Q4 2024

Feb 13, 2025
BUY
$57.53 - $60.83 $8,629 - $9,124
150 Added 3.26%
4,750 $281 Million
Q3 2024

Oct 07, 2024
BUY
$54.98 - $59.51 $4,453 - $4,820
81 Added 1.79%
4,600 $274 Million
Q2 2024

Jul 29, 2024
BUY
$55.45 - $57.39 $250,578 - $259,345
4,519 New
4,519 $256 Million

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Strategies Wealth Advisors, LLC Portfolio

Follow Strategies Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email