Fsb Premier Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Fsb Premier Wealth Management, Inc.

$234 Million
Q3 2024

A detailed history of Fsb Premier Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 20,399 shares of JEPI stock, worth $1.2 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

20,399

Previous 13,830 47.5%

Holding current value

$1.2 Million

Previous $783,000 54.92%

% of portfolio

0.52%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$54.98 - $59.51 $361,163 - $390,921	6,569 Added 47.5%	20,399 $1.21 Million
Q2 2024 Aug 02, 2024	BUY	$55.45 - $57.39 $379,111 - $392,375	6,837 Added 97.77%	13,830 $783,000
Q1 2024 May 10, 2024	BUY	$54.75 - $57.86 $85,245 - $90,088	1,557 Added 28.64%	6,993 $404,000
Q4 2023 Feb 08, 2024	BUY	$51.51 - $55.33 $79,376 - $85,263	1,541 Added 39.56%	5,436 $298,000
Q3 2023 Nov 14, 2023	BUY	$53.5 - $55.92 $4,815 - $5,032	90 Added 2.37%	3,895 $208,000
Q2 2023 Aug 11, 2023	BUY	$53.85 - $55.4 $204,899 - $210,797	3,805 New	3,805 $210,000

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

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Fsb Premier Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History