Cherry Tree Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 32,641 shares of JEPI stock, worth $1.92 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

32,641

Previous 32,635 0.02%

Holding current value

$1.92 Million

Previous $1.85 Billion 5.01%

% of portfolio

0.46%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $329 - $357	6 Added 0.02%	32,641 $1.94 Billion
Q2 2024 Aug 06, 2024	BUY	$55.45 - $57.39 $67,759 - $70,130	1,222 Added 3.89%	32,635 $1.85 Billion
Q1 2024 May 01, 2024	BUY	$54.75 - $57.86 $2,080 - $2,198	38 Added 0.12%	31,413 $1.82 Billion
Q4 2023 Feb 06, 2024	BUY	$51.51 - $55.33 $148,863 - $159,903	2,890 Added 10.15%	31,375 $1.72 Billion
Q3 2023 Nov 14, 2023	BUY	$53.5 - $55.92 $754,457 - $788,583	14,102 Added 98.05%	28,485 $1.53 Billion
Q2 2023 Aug 09, 2023	BUY	$53.85 - $55.4 $774,524 - $796,818	14,383 New	14,383 $796 Million

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

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Account

Cherry Tree Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History