A detailed history of Wealth Alliance transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Alliance holds 19,034 shares of JEPI stock, worth $1.15 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
19,034
Previous 15,383 23.73%
Holding current value
$1.15 Million
Previous $871,000 29.97%
% of portfolio
0.14%
Previous 0.11%

Shares

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

Nov 04, 2024

BUY
$54.98 - $59.51 $200,731 - $217,271
3,651 Added 23.73%
19,034 $1.13 Million
Q2 2024

Aug 09, 2024

BUY
$55.45 - $57.39 $24,120 - $24,964
435 Added 2.91%
15,383 $871,000
Q1 2024

May 10, 2024

SELL
$54.75 - $57.86 $84,534 - $89,335
-1,544 Reduced 9.36%
14,948 $864,000
Q4 2023

Jan 30, 2024

BUY
$51.51 - $55.33 $647,068 - $695,055
12,562 Added 319.64%
16,492 $906,000
Q3 2023

Nov 09, 2023

BUY
$53.5 - $55.92 $11,449 - $11,966
214 Added 5.76%
3,930 $210,000
Q2 2023

Aug 02, 2023

BUY
$53.85 - $55.4 $200,106 - $205,866
3,716 New
3,716 $205,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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