Evercore Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 9,334 shares of JEPI stock, worth $567,787. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,334
Previous 9,334 -0.0%
Holding current value
$567,787
Previous $529,000 4.91%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$53.5 - $55.92 $53,500 - $55,920
-1,000 Reduced 9.68%
9,334 $499,000
Q1 2023

May 15, 2023
BUY
$52.13 - $55.7 $538,711 - $575,603
10,334 New
10,334 $564,000

Others Institutions Holding JEPI

# of Institutions
1,168
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 Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, 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 Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email