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

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,594 shares of JEPI stock, worth $148,869. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,594
Previous 2,594 -0.0%
Holding current value
$148,869
Previous $154,000 3.25%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$55.45 - $57.39 $107,240 - $110,992
1,934 Added 293.03%
2,594 $147,000
Q1 2024

May 15, 2024
BUY
$54.75 - $57.86 $36,135 - $38,187
660 New
660 $38,000
Q1 2022

May 27, 2022
SELL
$58.11 - $63.04 $5,869 - $6,367
-101 Closed
0 $0
Q4 2021

May 17, 2022
BUY
$59.34 - $63.61 $5,993 - $6,424
101 New
101 $6,000

Others Institutions Holding JEPI

# of Institutions
1,328
Shares Held
305M
Call Options Held
179K
Put Options Held
309K
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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