United Advisor Group, LLC J P Morgan Exchange Traded Fd Transaction History

United Advisor Group, LLC

  • $422 Million
  • Q3 2024

A detailed history of United Advisor Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, United Advisor Group, LLC holds 27,343 shares of JEPI stock, worth $1.66 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
27,343
Previous 20,239 35.1%
Holding current value
$1.66 Million
Previous $1.15 Million 41.85%
% of portfolio
0.39%
Previous 0.38%

Shares

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

Oct 30, 2024
BUY
$54.98 - $59.51 $390,577 - $422,759
7,104 Added 35.1%
27,343 $1.63 Million
Q2 2024

Aug 08, 2024
BUY
$55.45 - $57.39 $289,837 - $299,977
5,227 Added 34.82%
20,239 $1.15 Million
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $821,907 - $868,594
15,012 New
15,012 $868,000

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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