Rockport Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Rockport Wealth LLC

  • $225 Billion
  • Q4 2024

A detailed history of Rockport Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rockport Wealth LLC holds 59,223 shares of JEPI stock, worth $3.38 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
59,223
Previous 49,366 19.97%
Holding current value
$3.38 Million
Previous $2.94 Billion 18.22%
% of portfolio
1.54%
Previous 0.78%

Shares

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

Feb 10, 2025
BUY
$57.53 - $60.83 $567,073 - $599,601
9,857 Added 19.97%
59,223 $3.47 Billion
Q3 2024

Nov 13, 2024
BUY
$54.98 - $59.51 $212,772 - $230,303
3,870 Added 8.51%
49,366 $2.94 Billion
Q2 2024

Aug 15, 2024
BUY
$55.45 - $57.39 $16,135 - $16,700
291 Added 0.64%
45,496 $2.58 Billion
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $1.35 Million - $1.43 Million
24,640 Added 119.82%
45,205 $2.59 Billion
Q1 2024

May 10, 2024
BUY
$54.75 - $57.86 $1.13 Million - $1.19 Million
20,565 New
20,565 $1.19 Million

Others Institutions Holding JEPI

# of Institutions
1,328
Shares Held
303M
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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