Trueblood Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Trueblood Wealth Management, LLC

  • $203 Billion
  • Q4 2024

A detailed history of Trueblood Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 24,001 shares of JEPI stock, worth $1.42 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
24,001
Previous 23,960 0.17%
Holding current value
$1.42 Million
Previous $1.43 Billion 3.16%
% of portfolio
0.68%
Previous 0.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$57.53 - $60.83 $2,358 - $2,494
41 Added 0.17%
24,001 $1.38 Billion
Q3 2024

Oct 23, 2024
BUY
$54.98 - $59.51 $9,071 - $9,819
165 Added 0.69%
23,960 $1.43 Billion
Q2 2024

Aug 07, 2024
SELL
$55.45 - $57.39 $8,872 - $9,182
-160 Reduced 0.67%
23,795 $1.35 Billion
Q1 2024

Apr 26, 2024
SELL
$54.75 - $57.86 $131,892 - $139,384
-2,409 Reduced 9.14%
23,955 $1.39 Billion
Q4 2023

Jan 18, 2024
BUY
$51.51 - $55.33 $1.36 Million - $1.46 Million
26,364 New
26,364 $1.45 Billion

Others Institutions Holding JEPI

# of Institutions
1,199
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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