Accel Wealth Management J P Morgan Exchange Traded Fd Transaction History

Accel Wealth Management

  • $257 Million
  • Q4 2024

A detailed history of Accel Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Accel Wealth Management holds 11,802 shares of JEPI stock, worth $696,908. This represents 0.26% of its overall portfolio holdings.

Number of Shares
11,802
Previous 13,594 13.18%
Holding current value
$696,908
Previous $808,000 16.09%
% of portfolio
0.26%
Previous 0.31%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$57.53 - $60.83 $103,093 - $109,007
-1,792 Reduced 13.18%
11,802 $678,000
Q3 2024

Oct 15, 2024
SELL
$54.98 - $59.51 $23,696 - $25,648
-431 Reduced 3.07%
13,594 $808,000
Q2 2024

Jul 12, 2024
SELL
$55.45 - $57.39 $108,404 - $112,197
-1,955 Reduced 12.23%
14,025 $794,000
Q1 2024

Apr 19, 2024
SELL
$54.75 - $57.86 $23,761 - $25,111
-434 Reduced 2.64%
15,980 $924,000
Q4 2023

Jan 18, 2024
SELL
$51.51 - $55.33 $32,811 - $35,245
-637 Reduced 3.74%
16,414 $902,000
Q3 2023

Oct 19, 2023
SELL
$53.5 - $55.92 $9,255 - $9,674
-173 Reduced 1.0%
17,051 $913,000
Q2 2023

Jul 24, 2023
SELL
$53.85 - $55.4 $22,832 - $23,489
-424 Reduced 2.4%
17,224 $953,000
Q1 2023

Apr 20, 2023
SELL
$52.13 - $55.7 $625 - $668
-12 Reduced 0.07%
17,648 $963,000
Q4 2022

Jan 26, 2023
SELL
$50.88 - $56.78 $92,754 - $103,509
-1,823 Reduced 9.36%
17,660 $0
Q3 2022

Oct 12, 2022
BUY
$51.23 - $57.83 $20,440 - $23,074
399 Added 2.09%
19,483 $1.03 Million
Q1 2022

Apr 29, 2022
BUY
$58.11 - $63.04 $254,521 - $276,115
4,380 Added 29.79%
19,084 $1.16 Million
Q4 2021

Jan 18, 2022
BUY
$59.34 - $63.61 $872,535 - $935,321
14,704 New
14,704 $929,000

Others Institutions Holding JEPI

# of Institutions
1,291
Shares Held
297M
Call Options Held
307K
Put Options Held
332K
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 Accel Wealth Management Portfolio

Follow Accel Wealth Management 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 Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email