Omni 360 Wealth, Inc. J P Morgan Exchange Traded Fd Transaction History

Omni 360 Wealth, Inc.

$160 Billion
Q4 2024

A detailed history of Omni 360 Wealth, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 18,217 shares of JEPI stock, worth $1.05 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

18,217

Previous 19,779 7.9%

Holding current value

$1.05 Million

Previous $1.18 Billion 10.96%

% of portfolio

0.66%

Previous 0.77%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$57.53 - $60.83 $89,861 - $95,016	-1,562 Reduced 7.9%	18,217 $1.05 Billion
Q3 2024 Oct 24, 2024	BUY	$54.98 - $59.51 $22,211 - $24,042	404 Added 2.09%	19,779 $1.18 Billion
Q2 2024 Jul 19, 2024	BUY	$55.45 - $57.39 $51,790 - $53,602	934 Added 5.06%	19,375 $1.1 Billion
Q1 2024 Apr 19, 2024	SELL	$54.75 - $57.86 $111,635 - $117,976	-2,039 Reduced 9.96%	18,441 $1.07 Billion
Q4 2023 Feb 08, 2024	BUY	$51.51 - $55.33 $1.05 Million - $1.13 Million	20,480 New	20,480 $1.13 Billion

Others Institutions Holding JEPI

# of Institutions

1,329

Shares Held

303M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Omni 360 Wealth, Inc. J P Morgan Exchange Traded Fd Transaction History