Moser Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Moser Wealth Advisors, LLC

  • $186 Million
  • Q1 2025

A detailed history of Moser Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 52,750 shares of JEPI stock, worth $2.84 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
52,750
Previous 47,475 11.11%
Holding current value
$2.84 Million
Previous $2.73 Million 10.36%
% of portfolio
1.62%
Previous 1.44%

Shares

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

Apr 22, 2025
BUY
$56.17 - $59.71 $296,296 - $314,970
5,275 Added 11.11%
52,750 $3.01 Million
Q4 2024

Jan 28, 2025
BUY
$57.53 - $60.83 $158,207 - $167,282
2,750 Added 6.15%
47,475 $2.73 Million
Q3 2024

Nov 05, 2024
BUY
$54.98 - $59.51 $290,294 - $314,212
5,280 Added 13.39%
44,725 $2.66 Million
Q2 2024

Aug 06, 2024
BUY
$55.45 - $57.39 $235,662 - $243,907
4,250 Added 12.08%
39,445 $2.24 Million
Q1 2024

May 01, 2024
BUY
$54.75 - $57.86 $331,237 - $350,053
6,050 Added 20.76%
35,195 $2.04 Million
Q4 2023

Feb 06, 2024
BUY
$51.51 - $55.33 $30,906 - $33,198
600 Added 2.1%
29,145 $1.6 Million
Q3 2023

Nov 09, 2023
BUY
$53.5 - $55.92 $55,105 - $57,597
1,030 Added 3.74%
28,545 $1.53 Million
Q2 2023

Aug 02, 2023
BUY
$53.85 - $55.4 $125,739 - $129,359
2,335 Added 9.27%
27,515 $1.52 Million
Q4 2022

Jan 12, 2023
BUY
$50.88 - $56.78 $361,248 - $403,138
7,100 Added 39.27%
25,180 $1.37 Million
Q3 2022

Nov 03, 2022
BUY
$51.23 - $57.83 $176,743 - $199,513
3,450 Added 23.58%
18,080 $926,000
Q2 2022

Aug 02, 2022
BUY
$52.86 - $62.23 $260,599 - $306,793
4,930 Added 50.82%
14,630 $811,000
Q1 2022

Apr 29, 2022
BUY
$58.11 - $63.04 $563,667 - $611,488
9,700 New
9,700 $596,000

Others Institutions Holding JEPI

# of Institutions
1,340
Shares Held
312M
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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