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

Brown Miller Wealth Management, LLC

  • $254 Million
  • Q4 2024

A detailed history of Brown Miller Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 12,379 shares of JEPI stock, worth $701,765. This represents 0.28% of its overall portfolio holdings.

Number of Shares
12,379
Previous 10,076 22.86%
Holding current value
$701,765
Previous $599,000 18.86%
% of portfolio
0.28%
Previous 0.23%

Shares

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

Feb 10, 2025
BUY
$57.53 - $60.83 $132,491 - $140,091
2,303 Added 22.86%
12,379 $712,000
Q3 2024

Feb 11, 2025
SELL
$54.98 - $59.51 $126,618 - $137,051
-2,303 Reduced 18.6%
10,076 $599,000
Q3 2024

Oct 10, 2024
BUY
$54.98 - $59.51 $553,978 - $599,622
10,076 New
10,076 $599,000

Others Institutions Holding JEPI

# of Institutions
1,327
Shares Held
304M
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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