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

Canvas Wealth Advisors, LLC

  • $355 Million
  • Q3 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 10,932 shares of JEPI stock, worth $657,669. This represents 0.18% of its overall portfolio holdings.

Number of Shares
10,932
Previous 10,197 7.21%
Holding current value
$657,669
Previous $577,000 12.65%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 15, 2024
BUY
$54.98 - $59.51 $40,410 - $43,739
735 Added 7.21%
10,932 $650,000
Q2 2024

Aug 01, 2024
BUY
$55.45 - $57.39 $73,526 - $76,099
1,326 Added 14.95%
10,197 $577,000
Q1 2024

Apr 23, 2024
BUY
$54.75 - $57.86 $485,687 - $513,276
8,871 New
8,871 $513,000

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
Track This Portfolio

Track Canvas Wealth Advisors, LLC Portfolio

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

News

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email