Tanglewood Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Tanglewood Wealth Management, Inc.

  • $830 Million
  • Q3 2024

A detailed history of Tanglewood Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 7,040 shares of JEPI stock, worth $427,257. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,040
Previous 7,040 -0.0%
Holding current value
$427,257
Previous $399,000 4.76%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024
BUY
$51.51 - $55.33 $362,630 - $389,523
7,040 New
7,040 $387,000
Q1 2023

May 01, 2023
BUY
$52.13 - $55.7 $366,995 - $392,128
7,040 New
7,040 $384,000

Others Institutions Holding JEPI

# of Institutions
1,168
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
Track This Portfolio

Track Tanglewood Wealth Management, Inc. Portfolio

Follow Tanglewood Wealth Management, Inc. 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 Tanglewood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email