A detailed history of Whalen Wealth Management Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 35,584 shares of JEPI stock, worth $1.96 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
35,584
Previous 68,529 48.07%
Holding current value
$1.96 Million
Previous $3.94 Billion 48.43%
% of portfolio
1.36%
Previous 2.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025

SELL
$56.17 - $59.71 $1.85 Million - $1.97 Million
-32,945 Reduced 48.07%
35,584 $2.03 Billion
Q4 2024

Jan 17, 2025

SELL
$57.53 - $60.83 $24,162 - $25,548
-420 Reduced 0.61%
68,529 $3.94 Billion
Q3 2024

Nov 07, 2024

BUY
$54.98 - $59.51 $1.77 Million - $1.92 Million
32,239 Added 87.82%
68,949 $4.1 Billion
Q2 2024

Aug 01, 2024

BUY
$55.45 - $57.39 $2.04 Million - $2.11 Million
36,710 New
36,710 $2.08 Billion

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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