Bogart Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,021 shares of JEPI stock, worth $60,055. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,021
Previous 1,020 0.1%
Holding current value
$60,055
Previous $57,000 5.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2024
BUY
$54.98 - $59.51 $54 - $59
1 Added 0.1%
1,021 $60,000
Q2 2024

Jul 31, 2024
BUY
$55.45 - $57.39 $2,218 - $2,295
40 Added 4.08%
1,020 $57,000
Q3 2023

Oct 30, 2023
BUY
$53.5 - $55.92 $9,630 - $10,065
180 Added 22.5%
980 $52,000
Q1 2023

Apr 21, 2023
BUY
$52.13 - $55.7 $41,704 - $44,560
800 New
800 $43,000

Others Institutions Holding JEPI

# of Institutions
1,170
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 Bogart Wealth, LLC Portfolio

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

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email