Landmark Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Landmark Wealth Management, LLC

  • $230 Million
  • Q3 2024

A detailed history of Landmark Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 3,648 shares of JEPI stock, worth $215,779. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,648
Previous 3,598 1.39%
Holding current value
$215,779
Previous $204,000 6.37%
% of portfolio
0.09%
Previous 0.16%

Shares

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

Oct 30, 2024
BUY
$54.98 - $59.51 $2,749 - $2,975
50 Added 1.39%
3,648 $217,000
Q2 2024

Jul 25, 2024
BUY
$55.45 - $57.39 $199,509 - $206,489
3,598 New
3,598 $204,000

Others Institutions Holding JEPI

# of Institutions
1,136
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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