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

Strategic Family Wealth Counselors, L.L.C.

  • $260 Million
  • Q2 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 8,483 shares of JEPI stock, worth $502,532. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,483
Previous 6,319 34.25%
Holding current value
$502,532
Previous $365,000 31.51%
% of portfolio
0.18%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,136
Shares Held
271M
Call Options Held
283K
Put Options Held
338K
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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