Wealth Enhancement Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,407,505 shares of JEPI stock, worth $84.7 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,407,505

Previous 1,636,124 13.97%

Holding current value

$84.7 Million

Previous $92.7 Million 9.68%

% of portfolio

0.19%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$54.98 - $59.51 $12.6 Million - $13.6 Million	-228,619 Reduced 13.97%	1,407,505 $83.8 Million
Q2 2024 Jul 16, 2024	BUY	$55.45 - $57.39 $7.32 Million - $7.57 Million	131,938 Added 8.77%	1,636,124 $92.7 Million
Q1 2024 Apr 15, 2024	BUY	$54.75 - $57.86 $4.53 Million - $4.78 Million	82,660 Added 5.81%	1,504,186 $87 Million
Q4 2023 Jan 30, 2024	BUY	$51.51 - $55.33 $43.2 Million - $46.4 Million	838,342 Added 143.75%	1,421,526 $78.2 Million
Q3 2023 Nov 13, 2023	BUY	$53.5 - $55.92 $31.2 Million - $32.6 Million	583,184 New	583,184 $31.2 Million
Q1 2023 Apr 25, 2023	BUY	$52.13 - $55.7 $410,523 - $438,637	7,875 New	7,875 $429,000

Others Institutions Holding JEPI

# of Institutions

1,166

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History