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

Strategies Wealth Advisors, LLC

  • $748 Billion
  • Q3 2024

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 4,600 shares of JEPI stock, worth $276,736. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,600
Previous 4,519 1.79%
Holding current value
$276,736
Previous $256 Million 6.89%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,166
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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