Tyler Stone Wealth Management J P Morgan Exchange Traded Fd Transaction History

Tyler Stone Wealth Management

  • $535 Million
  • Q4 2024

A detailed history of Tyler Stone Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tyler Stone Wealth Management holds 12,724 shares of JEPI stock, worth $731,757. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,724
Previous 12,724 -0.0%
Holding current value
$731,757
Previous $757,000 3.3%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Nov 04, 2024
BUY
$54.98 - $59.51 $455,784 - $493,337
8,290 Added 186.96%
12,724 $757,000
Q1 2024

May 15, 2024
BUY
$54.75 - $57.86 $107,802 - $113,926
1,969 Added 79.88%
4,434 $256,000
Q4 2023

Feb 14, 2024
BUY
$51.51 - $55.33 $126,972 - $136,388
2,465 New
2,465 $135,000

Others Institutions Holding JEPI

# of Institutions
1,329
Shares Held
303M
Call Options Held
179K
Put Options Held
309K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Tyler Stone Wealth Management Portfolio

Follow Tyler Stone Wealth Management 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 Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email