Atlantic Private Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Atlantic Private Wealth, LLC

  • $131 Million
  • Q3 2024

A detailed history of Atlantic Private Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 7,043 shares of JEPI stock, worth $417,438. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,043
Previous 6,543 7.64%
Holding current value
$417,438
Previous $370,000 13.24%
% of portfolio
0.32%
Previous 0.3%

Shares

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

Nov 07, 2024
BUY
$54.98 - $59.51 $27,490 - $29,755
500 Added 7.64%
7,043 $419,000
Q2 2023

Aug 11, 2023
BUY
$53.85 - $55.4 $352,340 - $362,482
6,543 New
6,543 $362,000

Others Institutions Holding JEPI

# of Institutions
1,165
Shares Held
279M
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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