A detailed history of Yarger Wealth Strategies, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 3,439 shares of JEPI stock, worth $203,829. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,439
Previous 3,615 4.87%
Holding current value
$203,829
Previous $204,000 -0.0%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 07, 2024

SELL
$54.98 - $59.51 $9,676 - $10,473
-176 Reduced 4.87%
3,439 $204,000
Q2 2024

Aug 09, 2024

BUY
$55.45 - $57.39 $200,451 - $207,464
3,615 New
3,615 $204,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Yarger Wealth Strategies, LLC Portfolio

Follow Yarger Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yarger Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Yarger Wealth Strategies, LLC with notifications on news.