Tanglewood Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Tanglewood Wealth Management, Inc.

  • $829 Million
  • Q4 2024

A detailed history of Tanglewood Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 7,040 shares of JEPI stock, worth $403,955. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,040
Previous 7,040 -0.0%
Holding current value
$403,955
Previous $418,000 3.11%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024
BUY
$51.51 - $55.33 $362,630 - $389,523
7,040 New
7,040 $387,000
Q1 2023

May 01, 2023
BUY
$52.13 - $55.7 $366,995 - $392,128
7,040 New
7,040 $384,000

Others Institutions Holding JEPI

# of Institutions
1,330
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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