Eisner Amper Wealth Management Corporate Benefits, LLC J P Morgan Exchange Traded Fd Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

  • $274 Million
  • Q4 2023

A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 79,233 shares of JEPI stock, worth $4.49 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
79,233
Previous 172,944 54.19%
Holding current value
$4.49 Million
Previous $9.26 Million 52.97%
% of portfolio
1.59%
Previous 4.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 03, 2024
SELL
$51.51 - $55.33 $4.83 Million - $5.19 Million
-93,711 Reduced 54.19%
79,233 $4.36 Million
Q3 2023

Oct 10, 2023
BUY
$53.5 - $55.92 $7.92 Million - $8.28 Million
148,041 Added 594.47%
172,944 $9.26 Million
Q2 2023

Jul 11, 2023
BUY
$53.85 - $55.4 $1.34 Million - $1.38 Million
24,903 New
24,903 $1.38 Million

Others Institutions Holding JEPI

# of Institutions
1,330
Shares Held
310M
Call Options Held
179K
Put Options Held
309K
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 Eisner Amper Wealth Management Corporate Benefits, LLC Portfolio

Follow Eisner Amper Wealth Management Corporate Benefits, 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 Eisner Amper Wealth Management Corporate Benefits, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eisner Amper Wealth Management Corporate Benefits, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email