Tempus Wealth Planning, LLC J P Morgan Exchange Traded Fd Transaction History

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 10,089 shares of JEPI stock, worth $596,259. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,089
Holding current value
$596,259
% of portfolio
0.2%

Shares

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

Jan 24, 2025
BUY
$57.53 - $60.83 $580,420 - $613,713
10,089 New
10,089 $580,000
Q1 2024

Apr 19, 2024
SELL
$54.75 - $57.86 $26,827 - $28,351
-490 Reduced 6.15%
7,481 $432,000
Q4 2023

Jan 23, 2024
BUY
$51.51 - $55.33 $410,586 - $441,035
7,971 New
7,971 $438,000

Others Institutions Holding JEPI

# of Institutions
1,199
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
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