Eagle Bluffs Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Eagle Bluffs Wealth Management LLC

  • $172 Million
  • Q2 2024

A detailed history of Eagle Bluffs Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Eagle Bluffs Wealth Management LLC holds 146,107 shares of JEPI stock, worth $8.64 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares
146,107
Previous 135,129 8.12%
Holding current value
$8.64 Million
Previous $7.82 Million 5.92%
% of portfolio
4.82%
Previous 4.9%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$55.45 - $57.39 $608,730 - $630,027
10,978 Added 8.12%
146,107 $8.28 Million
Q1 2024

Apr 22, 2024
SELL
$54.75 - $57.86 $21,900 - $23,144
-400 Reduced 0.3%
135,129 $7.82 Million
Q4 2023

Jan 30, 2024
SELL
$51.51 - $55.33 $532,767 - $572,278
-10,343 Reduced 7.09%
135,529 $7.45 Million
Q3 2023

Oct 30, 2023
BUY
$53.5 - $55.92 $1.91 Million - $2 Million
35,690 Added 32.39%
145,872 $7.81 Million
Q2 2023

Jul 18, 2023
BUY
$53.85 - $55.4 $180,128 - $185,313
3,345 Added 3.13%
110,182 $6.1 Million
Q1 2023

May 04, 2023
BUY
$52.13 - $55.7 $695,831 - $743,483
13,348 Added 14.28%
106,837 $5.83 Million
Q4 2022

Jan 25, 2023
BUY
$50.88 - $56.78 $297,546 - $332,049
5,848 Added 6.67%
93,489 $0
Q3 2022

Nov 14, 2022
BUY
$51.23 - $57.83 $117,829 - $133,009
2,300 Added 2.7%
87,641 $4.49 Million
Q2 2022

Aug 12, 2022
SELL
$52.86 - $62.23 $1.62 Million - $1.91 Million
-30,726 Reduced 26.47%
85,341 $4.73 Million
Q1 2022

May 16, 2022
BUY
$58.11 - $63.04 $1.13 Million - $1.22 Million
19,412 Added 20.08%
116,067 $7.13 Million
Q4 2021

Feb 15, 2022
BUY
$59.34 - $63.61 $5.74 Million - $6.15 Million
96,655 New
96,655 $6.11 Million

Others Institutions Holding JEPI

# of Institutions
1,137
Shares Held
271M
Call Options Held
283K
Put Options Held
338K
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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