Syntegra Private Wealth Group, LLC J P Morgan Exchange Traded Fd Transaction History

Syntegra Private Wealth Group, LLC

  • $855 Billion
  • Q1 2025

A detailed history of Syntegra Private Wealth Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Syntegra Private Wealth Group, LLC holds 17,538 shares of JEPI stock, worth $983,706. This represents 0.12% of its overall portfolio holdings.

Number of Shares
17,538
Previous 18,247 3.89%
Holding current value
$983,706
Previous $1.05 Billion 4.53%
% of portfolio
0.12%
Previous 0.12%

Shares

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

May 09, 2025
SELL
$56.17 - $59.71 $39,824 - $42,334
-709 Reduced 3.89%
17,538 $1 Billion
Q4 2024

Jan 27, 2025
BUY
$57.53 - $60.83 $632 - $669
11 Added 0.06%
18,247 $1.05 Billion
Q3 2024

Oct 22, 2024
BUY
$54.98 - $59.51 $439 - $476
8 Added 0.04%
18,236 $1.09 Billion
Q2 2024

Jul 26, 2024
BUY
$55.45 - $57.39 $27,281 - $28,235
492 Added 2.77%
18,228 $1.03 Billion
Q1 2024

May 10, 2024
BUY
$54.75 - $57.86 $971,046 - $1.03 Million
17,736 New
17,736 $1.03 Billion

Others Institutions Holding JEPI

# of Institutions
1,369
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
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