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

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 261,230 shares of JEPI stock, worth $15.7 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
261,230
Previous 76,862 239.87%
Holding current value
$15.7 Million
Previous $4.36 Million 256.86%
% of portfolio
0.14%
Previous 0.05%

Shares

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

Nov 14, 2024
BUY
$54.98 - $59.51 $10.1 Million - $11 Million
184,368 Added 239.87%
261,230 $15.5 Million
Q2 2024

Aug 19, 2024
BUY
$55.45 - $57.39 $3.09 Million - $3.2 Million
55,748 Added 264.03%
76,862 $4.36 Million
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $1.03 Million - $1.09 Million
18,879 Added 844.7%
21,114 $1.22 Million
Q4 2023

Feb 28, 2024
BUY
$51.51 - $55.33 $8,138 - $8,742
158 Added 7.61%
2,235 $122,000
Q3 2023

Nov 22, 2023
BUY
$53.5 - $55.92 $111,119 - $116,145
2,077 New
2,077 $111,000
Q4 2022

Jun 12, 2023
BUY
$50.88 - $56.78 $101,760 - $113,560
2,000 New
2,000 $108,000

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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