Tyler Stone Wealth Management J P Morgan Exchange Traded Fd Transaction History

Tyler Stone Wealth Management

  • $535 Million
  • Q4 2024

A detailed history of Tyler Stone Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tyler Stone Wealth Management holds 12,724 shares of JEPI stock, worth $751,352. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,724
Previous 12,724 -0.0%
Holding current value
$751,352
Previous $757,000 3.3%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Nov 04, 2024
BUY
$54.98 - $59.51 $455,784 - $493,337
8,290 Added 186.96%
12,724 $757,000
Q1 2024

May 15, 2024
BUY
$54.75 - $57.86 $107,802 - $113,926
1,969 Added 79.88%
4,434 $256,000
Q4 2023

Feb 14, 2024
BUY
$51.51 - $55.33 $126,972 - $136,388
2,465 New
2,465 $135,000

Others Institutions Holding JEPI

# of Institutions
1,291
Shares Held
297M
Call Options Held
307K
Put Options Held
332K
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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