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 $2.31 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
41,142
Previous 40,195 2.36%
Holding current value
$2.31 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
$50.88 - $56.78 $3.54 Million - $3.95 Million
69,568 New
69,568 $3.79 Million

Others Institutions Holding JEPI

# of Institutions
1,369
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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