Strategic Wealth Partners, Ltd. J P Morgan Exchange Traded Fd Transaction History

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 85,056 shares of JEPI stock, worth $4.97 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
85,056
Previous 80,260 5.98%
Holding current value
$4.97 Million
Previous $4.55 Million 11.26%
% of portfolio
0.53%
Previous 0.48%

Shares

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

Oct 08, 2024
BUY
$54.98 - $59.51 $263,684 - $285,409
4,796 Added 5.98%
85,056 $5.06 Million
Q2 2024

Oct 08, 2024
BUY
$55.45 - $57.39 $115,446 - $119,485
2,082 Added 2.66%
80,260 $4.55 Million
Q1 2024

May 20, 2024
BUY
$54.75 - $57.86 $42,924 - $45,362
784 Added 1.01%
78,178 $4.52 Million
Q4 2023

May 20, 2024
BUY
$51.51 - $55.33 $23,231 - $24,953
451 Added 0.59%
77,394 $4.26 Million
Q3 2023

May 20, 2024
BUY
$53.5 - $55.92 $1.01 Million - $1.05 Million
18,797 Added 32.33%
76,943 $4.12 Million
Q2 2023

May 20, 2024
BUY
$53.85 - $55.4 $918,681 - $945,124
17,060 Added 41.52%
58,146 $3.22 Million
Q1 2023

Apr 24, 2023
BUY
$52.13 - $55.7 $1.34 Million - $1.43 Million
25,663 Added 166.39%
41,086 $2.24 Million
Q4 2022

Apr 24, 2023
BUY
$50.88 - $56.78 $784,722 - $875,717
15,423 New
15,423 $840,000

Others Institutions Holding JEPI

# of Institutions
1,171
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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