A detailed history of Etesian Wealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 19,563 shares of JEPI stock, worth $1.15 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
19,563
Previous 13,933 40.41%
Holding current value
$1.15 Million
Previous $790 Million 47.42%
% of portfolio
0.53%
Previous 0.44%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$54.98 - $59.51 $309,537 - $335,041
5,630 Added 40.41%
19,563 $1.16 Billion
Q2 2024

Jul 25, 2024

BUY
$55.45 - $57.39 $127,923 - $132,398
2,307 Added 19.84%
13,933 $790 Million
Q1 2024

Apr 12, 2024

BUY
$54.75 - $57.86 $180,401 - $190,648
3,295 Added 39.55%
11,626 $673 Million
Q4 2023

Jan 16, 2024

BUY
$51.51 - $55.33 $148,400 - $159,405
2,881 Added 52.86%
8,331 $458 Million
Q4 2023

Jan 12, 2024

BUY
$51.51 - $55.33 $148,400 - $159,405
2,881 Added 52.86%
8,331 $458 Million
Q3 2023

Jan 16, 2024

BUY
$53.5 - $55.92 $79,501 - $83,097
1,486 Added 37.49%
5,450 $292 Million
Q3 2023

Oct 19, 2023

BUY
$53.5 - $55.92 $79,501 - $83,097
1,486 Added 37.49%
5,450 $292 Million
Q2 2023

Jan 16, 2024

SELL
$53.85 - $55.4 $235,162 - $241,931
-4,367 Reduced 52.42%
3,964 $219 Million
Q2 2023

Oct 19, 2023

BUY
$53.85 - $55.4 $213,461 - $219,605
3,964 New
3,964 $219 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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