A detailed history of Wealth Management Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Management Partners, LLC holds 5,435 shares of JEPI stock, worth $316,317. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,435
Previous 5,430 0.09%
Holding current value
$316,317
Previous $307,000 5.21%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Oct 21, 2024

BUY
$54.98 - $59.51 $274 - $297
5 Added 0.09%
5,435 $323,000
Q2 2024

Jul 12, 2024

SELL
$55.45 - $57.39 $233,167 - $241,324
-4,205 Reduced 43.64%
5,430 $307,000
Q1 2024

Apr 12, 2024

SELL
$54.75 - $57.86 $10,128 - $10,704
-185 Reduced 1.88%
9,635 $557,000
Q4 2023

Jan 10, 2024

BUY
$51.51 - $55.33 $10,044 - $10,789
195 Added 2.03%
9,820 $539,000
Q3 2023

Oct 24, 2023

BUY
$53.5 - $55.92 $63,504 - $66,377
1,187 Added 14.07%
9,625 $515,000
Q2 2023

Jul 24, 2023

SELL
$53.85 - $55.4 $1,723 - $1,772
-32 Reduced 0.38%
8,438 $466,000
Q1 2023

Apr 14, 2023

BUY
$52.13 - $55.7 $24,501 - $26,179
470 Added 5.88%
8,470 $462,000
Q4 2022

Jan 20, 2023

SELL
$50.88 - $56.78 $50,880 - $56,780
-1,000 Reduced 11.11%
8,000 $0
Q3 2022

Oct 21, 2022

BUY
$51.23 - $57.83 $102,460 - $115,660
2,000 Added 28.57%
9,000 $445,000
Q2 2022

Jul 15, 2022

BUY
$52.86 - $62.23 $52,860 - $62,230
1,000 Added 16.67%
7,000 $387,000
Q1 2022

Apr 13, 2022

SELL
$58.11 - $63.04 $58,110 - $63,040
-1,000 Reduced 14.29%
6,000 $377,000
Q4 2021

Jan 19, 2022

BUY
$59.34 - $63.61 $83,372 - $89,372
1,405 Added 25.11%
7,000 $437,000
Q3 2021

Oct 29, 2021

BUY
$59.61 - $62.63 $333,517 - $350,414
5,595 New
5,595 $334,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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