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

Benchmark Financial Wealth Advisors, LLC

  • $270 Million
  • Q2 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 16,803 shares of JEPI stock, worth $998,266. This represents 0.35% of its overall portfolio holdings.

Number of Shares
16,803
Previous 12,333 36.24%
Holding current value
$998,266
Previous $713,000 33.52%
% of portfolio
0.35%
Previous 0.27%

Shares

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

Jul 23, 2024
BUY
$55.45 - $57.39 $247,861 - $256,533
4,470 Added 36.24%
16,803 $952,000
Q1 2024

Apr 22, 2024
BUY
$54.75 - $57.86 $387,192 - $409,185
7,072 Added 134.42%
12,333 $713,000
Q4 2023

Jan 23, 2024
BUY
$51.51 - $55.33 $40,538 - $43,544
787 Added 17.59%
5,261 $289,000
Q3 2023

Oct 13, 2023
BUY
$53.5 - $55.92 $239,359 - $250,186
4,474 New
4,474 $239,000

Others Institutions Holding JEPI

# of Institutions
1,133
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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