A detailed history of Summit Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 75,653 shares of JEPI stock, worth $4.4 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
75,653
Previous 76,928 1.66%
Holding current value
$4.4 Million
Previous $4.36 Billion 3.25%
% of portfolio
0.87%
Previous 0.91%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$54.98 - $59.51 $70,099 - $75,875
-1,275 Reduced 1.66%
75,653 $4.5 Billion
Q2 2024

Sep 11, 2024

BUY
$55.45 - $57.39 $53,065 - $54,922
957 Added 1.26%
76,928 $4.36 Billion
Q1 2024

Sep 11, 2024

SELL
$54.75 - $57.86 $97,345 - $102,875
-1,778 Reduced 2.29%
75,971 $4.4 Billion
Q4 2023

Sep 11, 2024

SELL
$51.51 - $55.33 $371,850 - $399,427
-7,219 Reduced 8.5%
77,749 $4.27 Billion
Q3 2023

Sep 11, 2024

SELL
$53.5 - $55.92 $113,473 - $118,606
-2,121 Reduced 2.44%
84,968 $4.55 Billion
Q2 2023

Sep 11, 2024

BUY
$53.85 - $55.4 $310,229 - $319,159
5,761 Added 7.08%
87,089 $4.82 Billion
Q1 2023

Sep 11, 2024

BUY
$52.13 - $55.7 $181,829 - $194,281
3,488 Added 4.48%
81,328 $4.44 Billion
Q4 2022

Sep 11, 2024

BUY
$50.88 - $56.78 $509,919 - $569,049
10,022 Added 14.78%
77,840 $4.24 Billion
Q3 2022

Sep 11, 2024

BUY
$51.23 - $57.83 $575,107 - $649,199
11,226 Added 19.84%
67,818 $3.47 Billion
Q2 2022

Sep 11, 2024

BUY
$52.86 - $62.23 $1.95 Million - $2.29 Million
36,864 Added 186.86%
56,592 $3.14 Billion
Q1 2022

Sep 11, 2024

BUY
$58.11 - $63.04 $786,053 - $852,742
13,527 Added 218.14%
19,728 $1.21 Billion
Q4 2021

Sep 10, 2024

BUY
$59.34 - $63.61 $367,967 - $394,445
6,201 New
6,201 $392 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.