Strategic Family Wealth Counselors, L.L.C. J P Morgan Exchange Traded Fd Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $281 Million
  • Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 9,907 shares of JEPI stock, worth $582,729. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,907
Previous 8,483 16.79%
Holding current value
$582,729
Previous $480,000 22.71%
% of portfolio
0.21%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$54.98 - $59.51 $78,291 - $84,742
1,424 Added 16.79%
9,907 $589,000
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $119,993 - $124,191
2,164 Added 34.25%
8,483 $480,000
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $59,349 - $62,720
1,084 Added 20.71%
6,319 $365,000
Q4 2023

Jan 29, 2024
BUY
$51.51 - $55.33 $269,654 - $289,652
5,235 New
5,235 $287,000

Others Institutions Holding JEPI

# of Institutions
1,170
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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