Vivid Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Vivid Wealth Management, LLC

  • $191 Billion
  • Q3 2024

A detailed history of Vivid Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Vivid Wealth Management, LLC holds 100,989 shares of JEPI stock, worth $6.05 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares
100,989
Previous 85,031 18.77%
Holding current value
$6.05 Million
Previous $4.82 Billion 24.7%
% of portfolio
3.14%
Previous 2.7%

Shares

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

Oct 24, 2024
BUY
$54.98 - $59.51 $877,370 - $949,660
15,958 Added 18.77%
100,989 $6.01 Billion
Q2 2024

Jul 25, 2024
BUY
$55.45 - $57.39 $1.4 Million - $1.45 Million
25,335 Added 42.44%
85,031 $4.82 Billion
Q1 2024

Apr 15, 2024
BUY
$54.75 - $57.86 $70,244 - $74,234
1,283 Added 2.2%
59,696 $3.45 Billion
Q4 2023

Jan 26, 2024
BUY
$51.51 - $55.33 $3.01 Million - $3.23 Million
58,413 New
58,413 $3.21 Billion

Others Institutions Holding JEPI

# of Institutions
1,166
Shares Held
279M
Call Options Held
307K
Put Options Held
341K
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 Vivid Wealth Management, LLC Portfolio

Follow Vivid Wealth Management, 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 Vivid Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vivid Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email