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 21,404 shares of JEPI stock, worth $1.27 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
21,404
Previous 22,314 4.08%
Holding current value
$1.27 Million
Previous $1.29 Million 6.04%
% of portfolio
0.43%
Previous 0.46%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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