Ep Wealth Advisors, LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Jp Morgan Exch Traded Fd Tr Sh stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,152,941 shares of JSCP stock, worth $53.8 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

1,152,941

Previous 1,082,805 6.48%

Holding current value

$53.8 Million

Previous $50.2 Million 9.07%

% of portfolio

0.49%

Previous 0.54%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$46.16 - $47.63 $3.24 Million - $3.34 Million	70,136 Added 6.48%	1,152,941 $54.8 Million
Q2 2024 Aug 19, 2024	BUY	$45.82 - $46.47 $6.12 Million - $6.21 Million	133,570 Added 14.07%	1,082,805 $50.2 Million
Q1 2024 May 14, 2024	BUY	$46.15 - $46.75 $3.23 Million - $3.27 Million	69,998 Added 7.96%	949,235 $44.2 Million
Q4 2023 Feb 28, 2024	BUY	$44.84 - $46.72 $3.08 Million - $3.21 Million	68,678 Added 8.47%	879,237 $40.9 Million
Q3 2023 Nov 22, 2023	BUY	$45.25 - $46.0 $36.1 Million - $36.7 Million	797,748 Added 6227.05%	810,559 $36.8 Million
Q2 2023 Aug 14, 2023	SELL	$45.77 - $46.46 $4.62 Million - $4.69 Million	-101,048 Reduced 88.75%	12,811 $586,000
Q1 2023 Jun 05, 2023	SELL	$45.52 - $46.65 $13.8 Million - $14.2 Million	-304,078 Reduced 72.76%	113,859 $5.27 Million
Q4 2022 Jun 12, 2023	BUY	$44.87 - $46.09 $17.1 Million - $17.6 Million	381,734 Added 335.27%	495,593 $22.6 Million
Q3 2022 Dec 02, 2022	SELL	$45.31 - $46.98 $6.84 Million - $7.1 Million	-151,028 Reduced 26.54%	417,937 $18.9 Million
Q2 2022 Aug 11, 2022	BUY	$46.18 - $47.71 $2.18 Million - $2.25 Million	47,188 Added 9.04%	568,965 $26.4 Million
Q1 2022 May 20, 2022	BUY	$47.66 - $49.72 $24.9 Million - $25.9 Million	521,777 New	521,777 $24.9 Million

Others Institutions Holding JSCP

# of Institutions

Shares Held

7.18M

Call Options Held

Put Options Held

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About JP MORGAN EXCH-TRADED FD TR SH

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Ep Wealth Advisors, LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History