Johnson & White Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Johnson & White Wealth Management, LLC

  • $165 Million
  • Q4 2024

A detailed history of Johnson & White Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 6,325 shares of JEPI stock, worth $371,277. This represents 0.22% of its overall portfolio holdings.

Number of Shares
6,325
Previous 7,006 9.72%
Holding current value
$371,277
Previous $417,000 12.71%
% of portfolio
0.22%
Previous 0.36%

Shares

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

Jan 13, 2025
SELL
$57.53 - $60.83 $39,177 - $41,425
-681 Reduced 9.72%
6,325 $364,000
Q3 2024

Oct 03, 2024
BUY
$54.98 - $59.51 $219 - $238
4 Added 0.06%
7,006 $417,000
Q2 2024

Jul 19, 2024
BUY
$55.45 - $57.39 $388,260 - $401,844
7,002 New
7,002 $397,000

Others Institutions Holding JEPI

# of Institutions
1,221
Shares Held
284M
Call Options Held
307K
Put Options Held
344K
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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