Future Financial Wealth Managment LLC J P Morgan Exchange Traded Fd Transaction History

Future Financial Wealth Managment LLC

  • $134 Million
  • Q1 2025

A detailed history of Future Financial Wealth Managment LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 10,773 shares of JEPI stock, worth $579,156. This represents 0.45% of its overall portfolio holdings.

Number of Shares
10,773
Previous 10,659 1.07%
Holding current value
$579,156
Previous $613,000 0.49%
% of portfolio
0.45%
Previous 0.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$56.17 - $59.71 $6,403 - $6,806
114 Added 1.07%
10,773 $610,000
Q4 2024

Jan 13, 2025
SELL
$57.53 - $60.83 $3,279 - $3,467
-57 Reduced 0.53%
10,659 $613,000
Q3 2024

Oct 08, 2024
BUY
$54.98 - $59.51 $27,380 - $29,635
498 Added 4.87%
10,716 $637,000
Q2 2024

Jul 16, 2024
BUY
$55.45 - $57.39 $300,261 - $310,766
5,415 Added 112.74%
10,218 $579,000
Q1 2024

Apr 15, 2024
BUY
$54.75 - $57.86 $262,964 - $277,901
4,803 New
4,803 $277,000

Others Institutions Holding JEPI

# of Institutions
1,336
Shares Held
311M
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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