A detailed history of Aviance Capital Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Aviance Capital Partners, LLC holds 17,314 shares of JEPI stock, worth $1.04 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
17,314
Previous 17,120 1.13%
Holding current value
$1.04 Million
Previous $970,000 6.19%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 07, 2024

BUY
$54.98 - $59.51 $10,666 - $11,544
194 Added 1.13%
17,314 $1.03 Million
Q2 2024

Aug 09, 2024

BUY
$55.45 - $57.39 $56,559 - $58,537
1,020 Added 6.34%
17,120 $970,000
Q1 2024

Apr 17, 2024

BUY
$54.75 - $57.86 $45,223 - $47,792
826 Added 5.41%
16,100 $931,000
Q4 2023

Feb 06, 2024

BUY
$51.51 - $55.33 $786,763 - $845,110
15,274 New
15,274 $839,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Aviance Capital Partners, LLC Portfolio

Follow Aviance Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aviance Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aviance Capital Partners, LLC with notifications on news.