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 $1.11 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
19,034
Previous 15,383 23.73%
Holding current value
$1.11 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
Track This Portfolio

Track Wealth Alliance Portfolio

Follow Wealth Alliance 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 Wealth Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance with notifications on news.