A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 9,921 shares of JEPI stock, worth $577,402. This represents 0.24% of its overall portfolio holdings.

Number of Shares
9,921
Previous 9,813 1.1%
Holding current value
$577,402
Previous $556,000 6.12%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Nov 14, 2024

BUY
$54.98 - $59.51 $5,937 - $6,427
108 Added 1.1%
9,921 $590,000
Q2 2024

Aug 12, 2024

BUY
$55.45 - $57.39 $93,655 - $96,931
1,689 Added 20.79%
9,813 $556,000
Q1 2024

May 13, 2024

BUY
$54.75 - $57.86 $4,380 - $4,628
80 Added 0.99%
8,124 $470,000
Q4 2023

Feb 13, 2024

SELL
$51.51 - $55.33 $4,326 - $4,647
-84 Reduced 1.03%
8,044 $442,000
Q3 2023

Nov 14, 2023

SELL
$53.5 - $55.92 $1,070 - $1,118
-20 Reduced 0.25%
8,128 $435,000
Q2 2023

Aug 11, 2023

BUY
$53.85 - $55.4 $5,331 - $5,484
99 Added 1.23%
8,148 $450,000
Q1 2023

May 12, 2023

BUY
$52.13 - $55.7 $419,594 - $448,329
8,049 New
8,049 $439,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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