Wr Wealth Planners, LLC J P Morgan Exchange Traded Fd Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,876 shares of JEPI stock, worth $110,965. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,876
Previous 1,876 -0.0%
Holding current value
$110,965
Previous $106,000 4.72%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$55.45 - $57.39 $21,847 - $22,611
394 Added 26.59%
1,876 $106,000
Q1 2024

Jul 31, 2024
BUY
$54.75 - $57.86 $81,139 - $85,748
1,482 New
1,482 $85,000
Q2 2023

Aug 01, 2024
SELL
$53.85 - $55.4 $24,232 - $24,930
-450 Reduced 23.99%
1,426 $78.9 Million

Others Institutions Holding JEPI

# of Institutions
1,137
Shares Held
271M
Call Options Held
283K
Put Options Held
338K
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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