Foguth Wealth Management, Llc. J P Morgan Exchange Traded Fd Transaction History

Foguth Wealth Management, Llc.

  • $275 Billion
  • Q3 2024

A detailed history of Foguth Wealth Management, Llc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 199,537 shares of JEPI stock, worth $11.8 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares
199,537
Previous 142,398 40.13%
Holding current value
$11.8 Million
Previous $8.07 Billion 45.84%
% of portfolio
4.28%
Previous 3.56%

Shares

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

Oct 09, 2024
BUY
$54.98 - $59.51 $3.14 Million - $3.4 Million
57,139 Added 40.13%
199,537 $11.8 Billion
Q2 2024

Jul 16, 2024
BUY
$55.45 - $57.39 $2.18 Million - $2.25 Million
39,292 Added 38.11%
142,398 $8.07 Billion
Q1 2024

Apr 17, 2024
BUY
$54.75 - $57.86 $5.65 Million - $5.97 Million
103,106 New
103,106 $5.97 Billion

Others Institutions Holding JEPI

# of Institutions
1,136
Shares Held
271M
Call Options Held
283K
Put Options Held
338K
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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