Wealthfront Advisers LLC J P Morgan Exchange Traded Fd Transaction History

Wealthfront Advisers LLC

  • $32.2 Billion
  • Q3 2024

A detailed history of Wealthfront Advisers LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealthfront Advisers LLC holds 148,268 shares of JEPI stock, worth $8.63 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
148,268
Previous 149,471 0.8%
Holding current value
$8.63 Million
Previous $8.47 Million 4.14%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024
SELL
$54.98 - $59.51 $66,140 - $71,590
-1,203 Reduced 0.8%
148,268 $8.82 Million
Q2 2024

Aug 14, 2024
SELL
$55.45 - $57.39 $419,368 - $434,040
-7,563 Reduced 4.82%
149,471 $8.47 Million
Q1 2024

Apr 19, 2024
BUY
$54.75 - $57.86 $777,614 - $821,785
14,203 Added 9.94%
157,034 $9.09 Million
Q4 2023

Feb 09, 2024
SELL
$51.51 - $55.33 $1.43 Million - $1.54 Million
-27,817 Reduced 16.3%
142,831 $7.85 Million
Q3 2023

Nov 01, 2023
BUY
$53.5 - $55.92 $1.67 Million - $1.74 Million
31,157 Added 22.34%
170,648 $9.14 Million
Q2 2023

Aug 07, 2023
BUY
$53.85 - $55.4 $2.52 Million - $2.6 Million
46,858 Added 50.58%
139,491 $7.72 Million
Q1 2023

Apr 28, 2023
BUY
$52.13 - $55.7 $2.24 Million - $2.39 Million
42,974 Added 86.54%
92,633 $5.06 Million
Q4 2022

Feb 10, 2023
BUY
$50.88 - $56.78 $556,627 - $621,173
10,940 Added 28.25%
49,659 $2.71 Million
Q3 2022

Nov 14, 2022
BUY
$51.23 - $57.83 $491,193 - $554,474
9,588 Added 32.91%
38,719 $1.98 Million
Q2 2022

Jul 20, 2022
BUY
$52.86 - $62.23 $1.26 Million - $1.48 Million
23,774 Added 443.79%
29,131 $1.62 Million
Q1 2022

May 16, 2022
BUY
$58.11 - $63.04 $311,295 - $337,705
5,357 New
5,357 $329,000

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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