A detailed history of Avion Wealth transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Avion Wealth holds 1,031 shares of JEPI stock, worth $60,798. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,031
Previous 541 90.57%
Holding current value
$60,798
Previous $32,000 84.38%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
$57.53 - $60.83 $28,189 - $29,806
490 Added 90.57%
1,031 $59,000
Q2 2024

Jul 26, 2024

BUY
$55.45 - $57.39 $29,998 - $31,047
541 New
541 $30,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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

Track Avion Wealth Portfolio

Follow Avion Wealth 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 Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.