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

Lji Wealth Management, LLC

$489 Billion
Q3 2024

A detailed history of Lji Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lji Wealth Management, LLC holds 28,870 shares of JEPI stock, worth $1.69 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

28,870

Previous 31,261 7.65%

Holding current value

$1.69 Million

Previous $1.77 Billion 3.04%

% of portfolio

0.35%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$54.98 - $59.51 $131,457 - $142,288	-2,391 Reduced 7.65%	28,870 $1.72 Billion
Q2 2024 Aug 12, 2024	BUY	$55.45 - $57.39 $157,644 - $163,159	2,843 Added 10.0%	31,261 $1.77 Billion
Q1 2024 May 15, 2024	BUY	$54.75 - $57.86 $104,408 - $110,339	1,907 Added 7.19%	28,418 $1.64 Billion
Q4 2023 Feb 13, 2024	BUY	$51.51 - $55.33 $269,294 - $289,265	5,228 Added 24.56%	26,511 $1.46 Billion
Q3 2023 Feb 02, 2024	BUY	$53.5 - $55.92 $565,602 - $591,186	10,572 Added 98.7%	21,283 $1.14 Billion
Q2 2023 Feb 02, 2024	BUY	$53.85 - $55.4 $9,639 - $9,916	179 Added 1.7%	10,711 $593 Million
Q1 2023 Feb 02, 2024	BUY	$52.13 - $55.7 $549,033 - $586,632	10,532 New	10,532 $575 Million

Others Institutions Holding JEPI

# of Institutions

1,171

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