Bellwether Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Bellwether Advisors, LLC

  • $438 Million
  • Q1 2024

A detailed history of Bellwether Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bellwether Advisors, LLC holds 19,393 shares of JEPI stock, worth $1.09 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
19,393
Previous 19,425 0.16%
Holding current value
$1.09 Million
Previous $1.07 Million 5.15%
% of portfolio
0.26%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$54.75 - $57.86 $1,752 - $1,851
-32 Reduced 0.16%
19,393 $1.12 Million
Q3 2023

Oct 27, 2023
SELL
$53.5 - $55.92 $126,848 - $132,586
-2,371 Reduced 10.88%
19,425 $1.04 Million
Q1 2023

May 05, 2023
BUY
$52.13 - $55.7 $295,889 - $316,153
5,676 Added 35.21%
21,796 $1.19 Million
Q4 2022

Feb 13, 2023
BUY
$53.56 - $56.78 $623,170 - $660,635
11,635 Added 259.42%
16,120 $878,000
Q3 2022

Nov 14, 2022
BUY
N/A
4,485 New
4,485 $229,000

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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