A detailed history of Wsfs Capital Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 18,811 shares of JEPI stock, worth $1.12 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
18,811
Previous 18,565 1.33%
Holding current value
$1.12 Million
Previous $1.05 Million 6.37%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 24, 2024

BUY
$54.98 - $59.51 $13,525 - $14,639
246 Added 1.33%
18,811 $1.12 Million
Q2 2024

Jul 30, 2024

BUY
$55.45 - $57.39 $385,432 - $398,917
6,951 Added 59.85%
18,565 $1.05 Million
Q1 2024

May 01, 2024

SELL
$54.75 - $57.86 $915,803 - $967,824
-16,727 Reduced 59.02%
11,614 $671,000
Q4 2023

Feb 02, 2024

SELL
$51.51 - $55.33 $249,823 - $268,350
-4,850 Reduced 14.61%
28,341 $1.56 Million
Q3 2023

Nov 07, 2023

BUY
$53.5 - $55.92 $435,918 - $455,636
8,148 Added 32.54%
33,191 $1.78 Million
Q2 2023

Aug 11, 2023

BUY
$53.85 - $55.4 $1.35 Million - $1.39 Million
25,043 New
25,043 $1.39 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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