Wealth Shield Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 397 shares of JEPI stock, worth $22,299. This represents 0.0% of its overall portfolio holdings.

Number of Shares
397
Previous 397 -0.0%
Holding current value
$22,299
Previous $23,000 4.35%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$54.75 - $57.86 $7,172 - $7,579
-131 Reduced 24.81%
397 $22,000
Q1 2023

May 08, 2023
BUY
$52.13 - $55.7 $27,524 - $29,409
528 New
528 $28,000

Others Institutions Holding JEPI

# of Institutions
1,327
Shares Held
304M
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
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, 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 Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email