A detailed history of Transform Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Transform Wealth, LLC holds 9,281 shares of JEPI stock, worth $540,154. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,281
Previous 53,271 82.58%
Holding current value
$540,154
Previous $3.02 Million 81.72%
% of portfolio
0.04%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$54.98 - $59.51 $2.42 Million - $2.62 Million
-43,990 Reduced 82.58%
9,281 $552,000
Q2 2024

Jul 15, 2024

SELL
$55.45 - $57.39 $172,671 - $178,712
-3,114 Reduced 5.52%
53,271 $3.02 Million
Q1 2024

Apr 15, 2024

SELL
$54.75 - $57.86 $780,735 - $825,083
-14,260 Reduced 20.19%
56,385 $3.26 Million
Q4 2023

Jan 18, 2024

SELL
$51.51 - $55.33 $105,956 - $113,813
-2,057 Reduced 2.83%
70,645 $3.88 Million
Q3 2023

Oct 10, 2023

SELL
$53.5 - $55.92 $1.59 Million - $1.67 Million
-29,808 Reduced 29.08%
72,702 $3.89 Million
Q2 2023

Jul 13, 2023

SELL
$53.85 - $55.4 $7.02 Million - $7.23 Million
-130,447 Reduced 56.0%
102,510 $5.67 Million
Q1 2023

Apr 14, 2023

BUY
$52.13 - $55.7 $11.8 Million - $12.6 Million
226,526 Added 3522.41%
232,957 $12.7 Million
Q4 2022

Jan 12, 2023

BUY
$50.88 - $56.78 $2,391 - $2,668
47 Added 0.74%
6,431 $0
Q3 2022

Oct 21, 2022

BUY
$51.23 - $57.83 $26,332 - $29,724
514 Added 8.76%
6,384 $327,000
Q2 2022

Jul 15, 2022

BUY
$52.86 - $62.23 $96,839 - $114,005
1,832 Added 45.37%
5,870 $325,000
Q1 2022

Apr 25, 2022

BUY
$58.11 - $63.04 $234,648 - $254,555
4,038 New
4,038 $248,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.