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

Bison Wealth, LLC

  • $383 Million
  • Q4 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 8,052 shares of JEPI stock, worth $451,636. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,052
Previous 17,284 53.41%
Holding current value
$451,636
Previous $1.03 Million 54.96%
% of portfolio
0.12%
Previous 0.18%

Shares

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

Feb 14, 2025
SELL
$57.53 - $60.83 $531,116 - $561,582
-9,232 Reduced 53.41%
8,052 $463,000
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
1,368
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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