Wealth Enhancement & Preservation Of Ga, LLC J P Morgan Exchange Traded Fd Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

  • $104 Million
  • Q2 2023

A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 41,142 shares of JEPI stock, worth $2.34 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
41,142
Previous 40,195 2.36%
Holding current value
$2.34 Million
Previous $2.19 Million 3.74%
% of portfolio
2.2%
Previous 2.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 18, 2023
BUY
$53.85 - $55.4 $50,995 - $52,463
947 Added 2.36%
41,142 $2.28 Million
Q1 2023

Apr 11, 2023
SELL
$52.13 - $55.7 $1.53 Million - $1.64 Million
-29,373 Reduced 42.22%
40,195 $2.19 Million
Q4 2022

Feb 09, 2023
BUY
$53.56 - $56.78 $3.73 Million - $3.95 Million
69,568 New
69,568 $3.79 Million

Others Institutions Holding JEPI

# of Institutions
1,095
Shares Held
273M
Call Options Held
311K
Put Options Held
428K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Wealth Enhancement & Preservation Of Ga, LLC Portfolio

Follow Wealth Enhancement & Preservation Of Ga, LLC 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 Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email