Trajan Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Trajan Wealth LLC

  • $1.7 Trillion
  • Q3 2024

A detailed history of Trajan Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Trajan Wealth LLC holds 71,496 shares of JEPI stock, worth $4.21 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
71,496
Previous 77,686 7.97%
Holding current value
$4.21 Million
Previous $4.4 Billion 3.37%
% of portfolio
0.25%
Previous 0.28%

Shares

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

Oct 25, 2024
SELL
$54.98 - $59.51 $340,326 - $368,366
-6,190 Reduced 7.97%
71,496 $4.25 Billion
Q2 2024

Jul 26, 2024
SELL
$55.45 - $57.39 $390,368 - $404,025
-7,040 Reduced 8.31%
77,686 $4.4 Billion
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $4.64 Million - $4.9 Million
84,726 New
84,726 $4.9 Billion

Others Institutions Holding JEPI

# of Institutions
1,170
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
Track This Portfolio

Track Trajan Wealth LLC Portfolio

Follow Trajan Wealth 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 Trajan Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trajan Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email