Prevail Innovative Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $446 Billion
  • Q2 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 113,157 shares of JEPI stock, worth $6.34 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
113,157
Previous 89,666 26.2%
Holding current value
$6.34 Million
Previous $5.12 Billion 25.56%
% of portfolio
1.44%
Previous 1.36%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$51.14 - $57.0 $1.2 Million - $1.34 Million
23,491 Added 26.2%
113,157 $6.43 Billion
Q1 2025

May 02, 2025
SELL
$56.17 - $59.71 $278,659 - $296,221
-4,961 Reduced 5.24%
89,666 $5.12 Billion
Q4 2024

Feb 12, 2025
SELL
$57.53 - $60.83 $2.97 Million - $3.14 Million
-51,539 Reduced 35.26%
94,627 $5.44 Billion
Q3 2024

Nov 13, 2024
SELL
$54.98 - $59.51 $373,699 - $404,489
-6,797 Reduced 4.44%
146,166 $8.7 Billion
Q2 2024

Aug 08, 2024
BUY
$55.45 - $57.39 $40,700 - $42,124
734 Added 0.48%
152,963 $8.67 Billion
Q1 2024

May 09, 2024
SELL
$54.75 - $57.86 $207,940 - $219,752
-3,798 Reduced 2.43%
152,229 $8.81 Billion
Q4 2023

Feb 13, 2024
SELL
$51.51 - $55.33 $2.03 Million - $2.18 Million
-39,482 Reduced 20.19%
156,027 $8.58 Billion
Q3 2023

Nov 14, 2023
BUY
$53.5 - $55.92 $552,815 - $577,821
10,333 Added 5.58%
195,509 $10.5 Billion
Q2 2023

Aug 15, 2023
BUY
$53.85 - $55.4 $9.97 Million - $10.3 Million
185,176 New
185,176 $10.2 Billion

Others Institutions Holding JEPI

# of Institutions
1,400
Shares Held
747M
Call Options Held
839K
Put Options Held
634K
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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