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

Taylor & Morgan Wealth Management, LLC

  • $139 Million
  • Q2 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 23,818 shares of JEPI stock, worth $1.41 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
23,818
Previous 8,387 183.99%
Holding current value
$1.41 Million
Previous $485,000 178.35%
% of portfolio
0.97%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,133
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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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