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

Wealthcare Capital Management LLC

  • $880 Million
  • Q1 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 16,340 shares of JEPI stock, worth $921,249. This represents 0.11% of its overall portfolio holdings.

Number of Shares
16,340
Previous 7,595 115.14%
Holding current value
$921,249
Previous $417,000 126.62%
% of portfolio
0.11%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,088
Shares Held
272M
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
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