Madison Wealth Partners, Inc J P Morgan Exchange Traded Fd Transaction History

Madison Wealth Partners, Inc

  • $345 Million
  • Q4 2024

A detailed history of Madison Wealth Partners, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 9,440 shares of JEPI stock, worth $554,977. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,440
Previous 4,173 126.22%
Holding current value
$554,977
Previous $248,000 118.95%
% of portfolio
0.16%
Previous 0.08%

Shares

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

Feb 10, 2025
BUY
$57.53 - $60.83 $303,010 - $320,391
5,267 Added 126.22%
9,440 $543,000
Q3 2024

Oct 24, 2024
BUY
$54.98 - $59.51 $229,431 - $248,335
4,173 New
4,173 $248,000

Others Institutions Holding JEPI

# of Institutions
1,253
Shares Held
291M
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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