Channel Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Channel Wealth LLC

  • $322 Billion
  • Q1 2025

A detailed history of Channel Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Channel Wealth LLC holds 119,171 shares of JEPI stock, worth $6.75 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
119,171
Previous 119,645 0.4%
Holding current value
$6.75 Million
Previous $6.88 Billion 1.07%
% of portfolio
2.12%
Previous 2.24%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$56.17 - $59.71 $26,624 - $28,302
-474 Reduced 0.4%
119,171 $6.81 Billion
Q4 2024

Jan 14, 2025
BUY
$57.53 - $60.83 $886,364 - $937,207
15,407 Added 14.78%
119,645 $6.88 Billion
Q3 2024

Oct 31, 2024
BUY
$54.98 - $59.51 $37,606 - $40,704
684 Added 0.66%
104,238 $6.2 Billion
Q2 2024

Aug 05, 2024
SELL
$55.45 - $57.39 $1.47 Million - $1.53 Million
-26,595 Reduced 20.43%
103,554 $5.87 Billion
Q1 2024

Apr 12, 2024
BUY
$54.75 - $57.86 $3.27 Million - $3.46 Million
59,762 Added 84.9%
130,149 $7.53 Billion
Q4 2023

Jan 08, 2024
BUY
$51.51 - $55.33 $417,076 - $448,007
8,097 Added 13.0%
70,387 $3.87 Billion
Q3 2023

Oct 24, 2023
BUY
$53.5 - $55.92 $75,649 - $79,070
1,414 Added 2.32%
62,290 $3.34 Billion
Q2 2023

Jul 26, 2023
BUY
$53.85 - $55.4 $1.18 Million - $1.21 Million
21,847 Added 55.98%
60,876 $3.37 Billion
Q1 2023

Apr 27, 2023
BUY
$52.13 - $55.7 $2.03 Million - $2.17 Million
39,029 New
39,029 $2.13 Billion

Others Institutions Holding JEPI

# of Institutions
1,337
Shares Held
311M
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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