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

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 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 94,026 shares of JEPI stock, worth $5.57 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

94,026

Previous 85,056 10.55%

Holding current value

$5.57 Million

Previous $5.06 Million 6.88%

% of portfolio

0.52%

Previous 0.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$57.53 - $60.83 $516,044 - $545,645	8,970 Added 10.55%	94,026 $5.41 Million
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

1,320

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Account

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