Principle Wealth Partners LLC J P Morgan Exchange Traded Fd Transaction History

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Principle Wealth Partners LLC holds 112,396 shares of JEPI stock, worth $6.66 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
112,396
Previous 110,576 1.65%
Holding current value
$6.66 Million
Previous $6.58 Million 1.73%
% of portfolio
0.48%
Previous 0.49%

Shares

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

Jan 29, 2025
BUY
$57.53 - $60.83 $104,704 - $110,710
1,820 Added 1.65%
112,396 $6.47 Million
Q3 2024

Nov 13, 2024
BUY
$54.98 - $59.51 $225,637 - $244,229
4,104 Added 3.85%
110,576 $6.58 Million
Q2 2024

Aug 13, 2024
BUY
$55.45 - $57.39 $23,954 - $24,792
432 Added 0.41%
106,472 $6.03 Million
Q1 2024

Apr 23, 2024
BUY
$54.75 - $57.86 $119,081 - $125,845
2,175 Added 2.09%
106,040 $6.14 Million
Q4 2023

Feb 05, 2024
SELL
$51.51 - $55.33 $188,732 - $202,729
-3,664 Reduced 3.41%
103,865 $5.71 Million
Q3 2023

Nov 01, 2023
BUY
$53.5 - $55.92 $5.39 Million - $5.64 Million
100,771 Added 1491.14%
107,529 $5.76 Million
Q2 2023

Jul 31, 2023
BUY
$53.85 - $55.4 $76,520 - $78,723
1,421 Added 26.63%
6,758 $373,000
Q1 2023

May 10, 2023
SELL
$52.13 - $55.7 $38,367 - $40,995
-736 Reduced 12.12%
5,337 $291,000
Q4 2022

Feb 02, 2023
BUY
$50.88 - $56.78 $33,936 - $37,872
667 Added 12.34%
6,073 $330,000
Q3 2022

Nov 14, 2022
BUY
$51.23 - $57.83 $79,047 - $89,231
1,543 Added 39.94%
5,406 $277,000
Q2 2022

Aug 02, 2022
BUY
$52.86 - $62.23 $204,198 - $240,394
3,863 New
3,863 $214,000

Others Institutions Holding JEPI

# of Institutions
1,320
Shares Held
304M
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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