Western Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Western Wealth Management, LLC holds 93,442 shares of JEPI stock, worth $5.46 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
93,442
Holding current value
$5.46 Million
% of portfolio
0.32%

Shares

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

Nov 12, 2024
BUY
$54.98 - $59.51 $5.14 Million - $5.56 Million
93,442 New
93,442 $5.56 Million
Q4 2023

Jan 31, 2024
BUY
$51.51 - $55.33 $784,651 - $842,841
15,233 Added 21.72%
85,369 $4.69 Million
Q3 2023

Nov 07, 2023
BUY
$53.5 - $55.92 $529,971 - $553,943
9,906 Added 16.45%
70,136 $3.76 Million
Q2 2023

Aug 30, 2023
BUY
$53.85 - $55.4 $1.17 Million - $1.21 Million
21,810 Added 56.77%
60,230 $3.33 Million
Q1 2023

Aug 30, 2023
BUY
$52.13 - $55.7 $1.7 Million - $1.82 Million
32,680 Added 569.34%
38,420 $2.1 Million
Q4 2022

Feb 02, 2023
BUY
$50.88 - $56.78 $292,051 - $325,917
5,740 New
5,740 $312,000

Others Institutions Holding JEPI

# of Institutions
1,172
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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