True Private Wealth Advisors J P Morgan Exchange Traded Fd Transaction History

True Private Wealth Advisors

$857 Million
Q1 2024

A detailed history of True Private Wealth Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, True Private Wealth Advisors holds 7,142 shares of JEPI stock, worth $401,380. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,142

Previous 6,791 5.17%

Holding current value

$401,380

Previous $373,000 10.72%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$54.75 - $57.86 $19,217 - $20,308	351 Added 5.17%	7,142 $413,000
Q4 2023 Jan 30, 2024	SELL	$51.51 - $55.33 $13,650 - $14,662	-265 Reduced 3.76%	6,791 $373,000
Q3 2023 Nov 13, 2023	BUY	$53.5 - $55.92 $2,086 - $2,180	39 Added 0.56%	7,056 $377,000
Q2 2023 Aug 11, 2023	SELL	$53.85 - $55.4 $11,631 - $11,966	-216 Reduced 2.99%	7,017 $388,000
Q1 2023 May 11, 2023	BUY	$52.13 - $55.7 $15,534 - $16,598	298 Added 4.3%	7,233 $394,000

Q4 2022 Feb 14, 2023	SELL	$53.56 - $56.78 $29,458 - $31,229	-550 Reduced 7.35%	6,935 $377,000
Q3 2022 Nov 04, 2022	BUY	N/A	7,485 New	7,485 $383,000

Others Institutions Holding JEPI

# of Institutions

1,088

Shares Held

272M

Call Options Held

311K

Put Options Held

428K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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True Private Wealth Advisors J P Morgan Exchange Traded Fd Transaction History