Bison Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Bison Wealth, LLC

  • $561 Million
  • Q3 2024

A detailed history of Bison Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bison Wealth, LLC holds 17,284 shares of JEPI stock, worth $1.04 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
17,284
Previous 15,260 13.26%
Holding current value
$1.04 Million
Previous $864,000 18.98%
% of portfolio
0.18%
Previous 0.15%

Shares

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

Nov 05, 2024
BUY
$54.98 - $59.51 $111,279 - $120,448
2,024 Added 13.26%
17,284 $1.03 Million
Q1 2024

May 10, 2024
BUY
$54.75 - $57.86 $27,922 - $29,508
510 Added 3.46%
15,260 $882,000
Q4 2023

Jan 30, 2024
BUY
$51.51 - $55.33 $759,772 - $816,117
14,750 New
14,750 $810,000

Others Institutions Holding JEPI

# of Institutions
1,166
Shares Held
280M
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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