Oxinas Partners Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Oxinas Partners Wealth Management LLC

  • $163 Million
  • Q4 2024

A detailed history of Oxinas Partners Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 42,328 shares of JEPI stock, worth $2.5 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
42,328
Previous 43,009 1.58%
Holding current value
$2.5 Million
Previous $2.56 Million 4.85%
% of portfolio
1.49%
Previous 1.63%

Shares

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

Jan 17, 2025
SELL
$57.53 - $60.83 $39,177 - $41,425
-681 Reduced 1.58%
42,328 $2.44 Million
Q3 2024

Oct 15, 2024
BUY
$54.98 - $59.51 $279,958 - $303,024
5,092 Added 13.43%
43,009 $2.56 Million
Q2 2024

Aug 01, 2024
SELL
$55.45 - $57.39 $155,703 - $161,151
-2,808 Reduced 6.9%
37,917 $2.15 Million
Q1 2024

Apr 18, 2024
BUY
$54.75 - $57.86 $123,461 - $130,474
2,255 Added 5.86%
40,725 $2.36 Million
Q4 2023

Jan 22, 2024
BUY
$51.51 - $55.33 $56,609 - $60,807
1,099 Added 2.94%
38,470 $2.12 Million
Q3 2023

Oct 25, 2023
BUY
$53.5 - $55.92 $15,943 - $16,664
298 Added 0.8%
37,371 $2 Million
Q2 2023

Jul 14, 2023
BUY
$53.85 - $55.4 $874,847 - $900,028
16,246 Added 78.0%
37,073 $2.05 Million
Q1 2023

Apr 12, 2023
BUY
$52.13 - $55.7 $1.09 Million - $1.16 Million
20,827 New
20,827 $1.14 Million

Others Institutions Holding JEPI

# of Institutions
1,193
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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