Benchmark Financial Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Benchmark Financial Wealth Advisors, LLC

$311 Million
Q4 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 22,030 shares of JEPI stock, worth $1.3 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

22,030

Previous 18,557 18.72%

Holding current value

$1.3 Million

Previous $1.1 Million 14.76%

% of portfolio

0.41%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$57.53 - $60.83 $199,801 - $211,262	3,473 Added 18.72%	22,030 $1.27 Million
Q3 2024 Oct 30, 2024	BUY	$54.98 - $59.51 $96,434 - $104,380	1,754 Added 10.44%	18,557 $1.1 Million
Q2 2024 Jul 23, 2024	BUY	$55.45 - $57.39 $247,861 - $256,533	4,470 Added 36.24%	16,803 $952,000
Q1 2024 Apr 22, 2024	BUY	$54.75 - $57.86 $387,192 - $409,185	7,072 Added 134.42%	12,333 $713,000
Q4 2023 Jan 23, 2024	BUY	$51.51 - $55.33 $40,538 - $43,544	787 Added 17.59%	5,261 $289,000
Q3 2023 Oct 13, 2023	BUY	$53.5 - $55.92 $239,359 - $250,186	4,474 New	4,474 $239,000

Others Institutions Holding JEPI

# of Institutions

1,221

Shares Held

284M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Benchmark Financial Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History