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

Evergreen Wealth Management, LLC

  • $166 Billion
  • Q3 2024

A detailed history of Evergreen Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 123,272 shares of JEPI stock, worth $7.48 Million. This represents 4.41% of its overall portfolio holdings.

Number of Shares
123,272
Previous 106,142 16.14%
Holding current value
$7.48 Million
Previous $6.02 Billion 21.94%
% of portfolio
4.41%
Previous 3.99%

Shares

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

Nov 06, 2024
BUY
$54.98 - $59.51 $941,807 - $1.02 Million
17,130 Added 16.14%
123,272 $7.34 Billion
Q4 2023

Feb 06, 2024
BUY
$51.51 - $55.33 $105,131 - $112,928
2,041 Added 1.96%
106,142 $5.84 Billion
Q3 2023

Nov 14, 2023
BUY
$53.5 - $55.92 $5.57 Million - $5.82 Million
104,101 New
104,101 $5.58 Billion

Others Institutions Holding JEPI

# of Institutions
1,168
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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