Taylor & Morgan Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Taylor & Morgan Wealth Management, LLC

  • $138 Million
  • Q4 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 16,265 shares of JEPI stock, worth $921,900. This represents 0.68% of its overall portfolio holdings.

Number of Shares
16,265
Previous 19,664 17.29%
Holding current value
$921,900
Previous $1.17 Million 20.09%
% of portfolio
0.68%
Previous 0.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$57.53 - $60.83 $195,544 - $206,761
-3,399 Reduced 17.29%
16,265 $935,000
Q3 2024

Oct 24, 2024
SELL
$54.98 - $59.51 $228,386 - $247,204
-4,154 Reduced 17.44%
19,664 $1.17 Million
Q2 2024

Jul 16, 2024
BUY
$55.45 - $57.39 $855,648 - $885,585
15,431 Added 183.99%
23,818 $1.35 Million
Q1 2024

Apr 15, 2024
BUY
$54.75 - $57.86 $37,887 - $40,039
692 Added 8.99%
8,387 $485,000
Q4 2023

Jan 10, 2024
BUY
$51.51 - $55.33 $396,369 - $425,764
7,695 New
7,695 $423,000

Others Institutions Holding JEPI

# of Institutions
1,332
Shares Held
303M
Call Options Held
179K
Put Options Held
309K
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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