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

Total Clarity Wealth Management, Inc.

$295 Million
Q4 2024

A detailed history of Total Clarity Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 18,384 shares of JEPI stock, worth $1.08 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

18,384

Previous 18,918 2.82%

Holding current value

$1.08 Million

Previous $1.13 Million 6.04%

% of portfolio

0.36%

Previous 0.38%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$57.53 - $60.83 $30,721 - $32,483	-534 Reduced 2.82%	18,384 $1.06 Million
Q3 2024 Oct 21, 2024	SELL	$54.98 - $59.51 $136,680 - $147,941	-2,486 Reduced 11.61%	18,918 $1.13 Million
Q2 2024 Aug 09, 2024	SELL	$55.45 - $57.39 $50,459 - $52,224	-910 Reduced 4.08%	21,404 $1.21 Million
Q1 2024 Apr 22, 2024	SELL	$54.75 - $57.86 $372,628 - $393,795	-6,806 Reduced 23.37%	22,314 $1.29 Million
Q4 2023 Jan 23, 2024	SELL	$51.51 - $55.33 $161,586 - $173,570	-3,137 Reduced 9.73%	29,120 $1.6 Million
Q3 2023 Oct 24, 2023	BUY	$53.5 - $55.92 $1.11 Million - $1.16 Million	20,736 Added 179.98%	32,257 $1.73 Million
Q2 2023 Jul 24, 2023	BUY	$53.85 - $55.4 $23,963 - $24,653	445 Added 4.02%	11,521 $637,000
Q1 2023 May 04, 2023	BUY	$52.13 - $55.7 $328,836 - $351,355	6,308 Added 132.3%	11,076 $604,000
Q4 2022 Feb 03, 2023	SELL	$50.88 - $56.78 $3,205 - $3,577	-63 Reduced 1.3%	4,768 $259,000
Q3 2022 Nov 04, 2022	BUY	$51.23 - $57.83 $89,140 - $100,624	1,740 Added 56.29%	4,831 $247,000
Q2 2022 Jul 29, 2022	BUY	$52.86 - $62.23 $163,390 - $192,352	3,091 New	3,091 $171,000
Q1 2022 Apr 29, 2022	SELL	$58.11 - $63.04 $13,016 - $14,120	-224 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$59.34 - $63.61 $3,797 - $4,071	64 Added 40.0%	224 $14,000
Q3 2021 Oct 21, 2021	BUY	$59.61 - $62.63 $9,537 - $10,020	160 New	160 $10,000

Others Institutions Holding JEPI

# of Institutions

1,215

Shares Held

283M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Total Clarity Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History