Congress Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Congress Wealth Management LLC holds 11,530 shares of JEPI stock, worth $653,635. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,530
Previous 7,748 48.81%
Holding current value
$653,635
Previous $461,000 43.82%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 11, 2025
BUY
$57.53 - $60.83 $217,578 - $230,059
3,782 Added 48.81%
11,530 $663,000
Q3 2024

Nov 12, 2024
BUY
$54.98 - $59.51 $425,985 - $461,083
7,748 New
7,748 $461,000
Q1 2024

Apr 18, 2024
SELL
$54.75 - $57.86 $4,872 - $5,149
-89 Reduced 2.29%
3,799 $219,000
Q4 2023

Feb 09, 2024
SELL
$51.51 - $55.33 $1.62 Million - $1.74 Million
-31,419 Reduced 88.99%
3,888 $213,000
Q3 2023

Oct 30, 2023
BUY
$53.5 - $55.92 $52,590 - $54,969
983 Added 2.86%
35,307 $1.89 Million
Q2 2023

Jul 13, 2023
SELL
$53.85 - $55.4 $1.08 Million - $1.11 Million
-20,043 Reduced 36.87%
34,324 $1.9 Million
Q1 2023

Apr 14, 2023
BUY
$52.13 - $55.7 $535,375 - $572,039
10,270 Added 23.29%
54,367 $2.97 Million
Q4 2022

Feb 02, 2023
SELL
$50.88 - $56.78 $5.19 Million - $5.79 Million
-101,999 Reduced 69.82%
44,097 $2.4 Million
Q3 2022

Nov 08, 2022
BUY
$51.23 - $57.83 $4.4 Million - $4.96 Million
85,796 Added 142.28%
146,096 $7.49 Million
Q2 2022

Aug 11, 2022
BUY
$52.86 - $62.23 $150,386 - $177,044
2,845 Added 4.95%
60,300 $3.34 Million
Q1 2022

May 16, 2022
BUY
$58.11 - $63.04 $3.07 Million - $3.33 Million
52,865 Added 1151.74%
57,455 $3.53 Million
Q4 2021

Feb 04, 2022
BUY
$59.34 - $63.61 $272,370 - $291,969
4,590 New
4,590 $290,000

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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