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

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 121,086 shares of JEPI stock, worth $7.13 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
121,086
Previous 110,103 9.98%
Holding current value
$7.13 Million
Previous $6.55 Million 6.32%
% of portfolio
1.1%
Previous 1.14%

Shares

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

Jan 10, 2025
BUY
$57.53 - $60.83 $631,851 - $668,095
10,983 Added 9.98%
121,086 $6.97 Million
Q3 2024

Oct 07, 2024
SELL
$54.98 - $59.51 $9,236 - $9,997
-168 Reduced 0.15%
110,103 $6.55 Million
Q2 2024

Jul 10, 2024
SELL
$55.45 - $57.39 $685,916 - $709,914
-12,370 Reduced 10.09%
110,271 $6.25 Million
Q1 2024

Apr 10, 2024
BUY
$54.75 - $57.86 $1.22 Million - $1.29 Million
22,255 Added 22.17%
122,641 $7.1 Million
Q4 2023

Jan 17, 2024
BUY
$51.51 - $55.33 $1.01 Million - $1.09 Million
19,655 Added 24.35%
100,386 $5.52 Million
Q3 2023

Oct 10, 2023
BUY
$53.5 - $55.92 $806,191 - $842,658
15,069 Added 22.95%
80,731 $4.32 Million
Q2 2023

Jul 13, 2023
BUY
$53.85 - $55.4 $2.77 Million - $2.85 Million
51,416 Added 360.92%
65,662 $3.63 Million
Q1 2023

Apr 14, 2023
BUY
$52.13 - $55.7 $146,328 - $156,349
2,807 Added 24.54%
14,246 $777,000
Q4 2022

Jan 11, 2023
BUY
$50.88 - $56.78 $44,112 - $49,228
867 Added 8.2%
11,439 $0
Q3 2022

Oct 13, 2022
BUY
$51.23 - $57.83 $163,270 - $184,304
3,187 Added 43.16%
10,572 $542,000
Q2 2022

Jul 26, 2022
BUY
$52.86 - $62.23 $390,371 - $459,568
7,385 New
7,385 $409,000

Others Institutions Holding JEPI

# of Institutions
1,192
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 Aprio Wealth Management, LLC Portfolio

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

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email