A detailed history of Wealth Dimensions Group, Ltd. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 24,288 shares of JEPI stock, worth $1.41 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
24,288
Previous 23,784 2.12%
Holding current value
$1.41 Million
Previous $1.35 Million 7.2%
% of portfolio
0.37%
Previous 0.38%

Shares

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

Nov 12, 2024

BUY
$54.98 - $59.51 $27,709 - $29,993
504 Added 2.12%
24,288 $1.45 Million
Q2 2024

Aug 09, 2024

SELL
$55.45 - $57.39 $26,449 - $27,375
-477 Reduced 1.97%
23,784 $1.35 Million
Q1 2024

May 09, 2024

SELL
$54.75 - $57.86 $14,673 - $15,506
-268 Reduced 1.09%
24,261 $1.4 Million
Q4 2023

Feb 09, 2024

SELL
$51.51 - $55.33 $3,039 - $3,264
-59 Reduced 0.24%
24,529 $1.35 Million
Q3 2023

Nov 14, 2023

BUY
$53.5 - $55.92 $30,976 - $32,377
579 Added 2.41%
24,588 $1.32 Million
Q2 2023

Aug 14, 2023

BUY
$53.85 - $55.4 $11,470 - $11,800
213 Added 0.9%
24,009 $1.33 Million
Q1 2023

May 09, 2023

BUY
$52.13 - $55.7 $40,035 - $42,777
768 Added 3.34%
23,796 $1.3 Million
Q4 2022

Feb 10, 2023

SELL
$50.88 - $56.78 $22,539 - $25,153
-443 Reduced 1.89%
23,028 $1.25 Million
Q3 2022

Nov 10, 2022

BUY
$51.23 - $57.83 $84,734 - $95,650
1,654 Added 7.58%
23,471 $1.2 Million
Q2 2022

Aug 05, 2022

BUY
$52.86 - $62.23 $216,303 - $254,645
4,092 Added 23.09%
21,817 $1.21 Million
Q1 2022

May 04, 2022

BUY
$58.11 - $63.04 $197,690 - $214,462
3,402 Added 23.75%
17,725 $1.09 Million
Q4 2021

Feb 04, 2022

BUY
$59.34 - $63.61 $254,568 - $272,886
4,290 Added 42.76%
14,323 $905,000
Q3 2021

Nov 03, 2021

BUY
$59.61 - $62.63 $598,067 - $628,366
10,033 New
10,033 $598,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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