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 $273,817. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,777
Previous 4,750 0.57%
Holding current value
$273,817
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
1,387
Shares Held
732M
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
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