Wealthcare Capital Management LLC J P Morgan Exchange Traded Fd Transaction History

Wealthcare Capital Management LLC

  • $972 Million
  • Q4 2024

A detailed history of Wealthcare Capital Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 7,427 shares of JEPI stock, worth $437,970. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,427
Previous 19,150 61.22%
Holding current value
$437,970
Previous $1.14 Million 62.51%
% of portfolio
0.04%
Previous 0.12%

Shares

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

Jan 15, 2025
SELL
$57.53 - $60.83 $674,424 - $713,110
-11,723 Reduced 61.22%
7,427 $427,000
Q3 2024

Nov 04, 2024
SELL
$54.98 - $59.51 $11,545 - $12,497
-210 Reduced 1.08%
19,150 $1.14 Million
Q2 2024

Aug 09, 2024
BUY
$55.45 - $57.39 $167,459 - $173,317
3,020 Added 18.48%
19,360 $1.1 Million
Q1 2024

Apr 15, 2024
BUY
$54.75 - $57.86 $478,788 - $505,985
8,745 Added 115.14%
16,340 $945,000
Q4 2023

Feb 08, 2024
BUY
$51.51 - $55.33 $391,218 - $420,231
7,595 New
7,595 $417,000

Others Institutions Holding JEPI

# of Institutions
1,215
Shares Held
283M
Call Options Held
307K
Put Options Held
344K
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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