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

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 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 1,409,739 shares of JEPI stock, worth $83.1 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,409,739
Previous 1,407,505 0.16%
Holding current value
$83.1 Million
Previous $83.8 Million 3.17%
% of portfolio
0.18%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$57.53 - $60.83 $128,522 - $135,894
2,234 Added 0.16%
1,409,739 $81.1 Million
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
1,205
Shares Held
283M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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