Whalen Wealth Management Inc. J P Morgan Exchange Traded Fd Transaction History

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024

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 68,529 shares of JEPI stock, worth $3.88 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
68,529
Previous 68,949 0.61%
Holding current value
$3.88 Million
Previous $4.1 Billion 3.92%
% of portfolio
2.73%
Previous 2.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
1,332
Shares Held
303M
Call Options Held
179K
Put Options Held
309K
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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