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

Alliance Wealth Advisors, LLC

  • $160 Million
  • Q2 2024

A detailed history of Alliance Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 12,472 shares of JEPI stock, worth $733,727. This represents 0.44% of its overall portfolio holdings.

Number of Shares
12,472
Previous 12,415 0.46%
Holding current value
$733,727
Previous $718,000 1.67%
% of portfolio
0.44%
Previous 0.45%

Shares

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

Jul 17, 2024
BUY
$55.45 - $57.39 $3,160 - $3,271
57 Added 0.46%
12,472 $706,000
Q1 2024

Apr 16, 2024
SELL
$54.75 - $57.86 $6,843 - $7,232
-125 Reduced 1.0%
12,415 $718,000
Q4 2023

Jan 10, 2024
SELL
$51.51 - $55.33 $78,243 - $84,046
-1,519 Reduced 10.8%
12,540 $689,000
Q3 2023

Oct 11, 2023
BUY
$53.5 - $55.92 $33,277 - $34,782
622 Added 4.63%
14,059 $753,000
Q2 2023

Jul 24, 2023
BUY
$53.85 - $55.4 $22,940 - $23,600
426 Added 3.27%
13,437 $743,000
Q1 2023

Apr 06, 2023
BUY
$52.13 - $55.7 $678,263 - $724,712
13,011 New
13,011 $710,000

Others Institutions Holding JEPI

# of Institutions
1,131
Shares Held
270M
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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