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

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q4 2024

A detailed history of Tcfg Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 7,668 shares of JEPI stock, worth $452,181. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,668
Previous 6,918 10.84%
Holding current value
$452,181
Previous $412 Million 7.15%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Jan 30, 2025
BUY
$57.53 - $60.83 $43,147 - $45,622
750 Added 10.84%
7,668 $441 Million
Q3 2024

Oct 15, 2024
BUY
$54.98 - $59.51 $380,351 - $411,690
6,918 New
6,918 $412 Million

Others Institutions Holding JEPI

# of Institutions
1,219
Shares Held
284M
Call Options Held
307K
Put Options Held
344K
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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