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 15,260 shares of JEPI stock, worth $892,252. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,260
Previous 15,260 -0.0%
Holding current value
$892,252
Previous $882,000 2.04%
% of portfolio
0.15%
Previous 0.15%

Shares

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

About J P MORGAN EXCHANGE-TRADED FD


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

Track Bison Wealth, LLC Portfolio

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

News

Stay updated on Bison Wealth, LLC with notifications on news.