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

Zrc Wealth Management, LLC

  • $233 Billion
  • Q3 2024

A detailed history of Zrc Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 1,687 shares of JEPI stock, worth $101,489. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,687
Previous 1,657 1.81%
Holding current value
$101,489
Previous $93.9 Million 6.9%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 04, 2024
BUY
$54.98 - $59.51 $1,649 - $1,785
30 Added 1.81%
1,687 $100 Million
Q2 2024

Jul 08, 2024
BUY
$55.45 - $57.39 $39,924 - $41,320
720 Added 76.84%
1,657 $93.9 Million
Q1 2024

Apr 19, 2024
BUY
$54.75 - $57.86 $1,971 - $2,082
36 Added 4.0%
937 $54.2 Million
Q3 2023

Oct 10, 2023
BUY
$53.5 - $55.92 $856 - $894
16 Added 1.81%
901 $48.3 Million
Q2 2023

Jul 06, 2023
BUY
$53.85 - $55.4 $1,077 - $1,108
20 Added 2.31%
885 $49 Million
Q1 2023

May 04, 2023
BUY
$52.13 - $55.7 $45,092 - $48,180
865 New
865 $47.2 Million

Others Institutions Holding JEPI

# of Institutions
1,166
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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