A detailed history of Wealthcare Capital Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 19,150 shares of JEPI stock, worth $1.13 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
19,150
Previous 19,360 1.08%
Holding current value
$1.13 Million
Previous $1.1 Million 3.83%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 04, 2024

SELL
$54.98 - $59.51 $11,545 - $12,497
-210 Reduced 1.08%
19,150 $1.14 Million
Q2 2024

Aug 09, 2024

BUY
$55.45 - $57.39 $167,459 - $173,317
3,020 Added 18.48%
19,360 $1.1 Million
Q1 2024

Apr 15, 2024

BUY
$54.75 - $57.86 $478,788 - $505,985
8,745 Added 115.14%
16,340 $945,000
Q4 2023

Feb 08, 2024

BUY
$51.51 - $55.33 $391,218 - $420,231
7,595 New
7,595 $417,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Wealthcare Capital Management LLC Portfolio

Follow Wealthcare Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Capital Management LLC with notifications on news.