A detailed history of Evolution Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 54,537 shares of JEPI stock, worth $3.27 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
54,537
Previous 57,780 5.61%
Holding current value
$3.27 Million
Previous $3.27 Million 0.89%
% of portfolio
0.59%
Previous 0.65%

Shares

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

Nov 06, 2024

SELL
$54.98 - $59.51 $178,300 - $192,990
-3,243 Reduced 5.61%
54,537 $3.25 Million
Q2 2024

Jul 18, 2024

BUY
$55.45 - $57.39 $254,182 - $263,075
4,584 Added 8.62%
57,780 $3.27 Million
Q1 2024

Apr 19, 2024

SELL
$54.75 - $57.86 $713,447 - $753,973
-13,031 Reduced 19.68%
53,196 $3.08 Million
Q4 2023

Jan 31, 2024

SELL
$51.51 - $55.33 $118,627 - $127,424
-2,303 Reduced 3.36%
66,227 $3.64 Million
Q3 2023

Nov 06, 2023

SELL
$53.5 - $55.92 $69,015 - $72,136
-1,290 Reduced 1.85%
68,530 $3.67 Million
Q2 2023

Jul 17, 2023

BUY
$53.85 - $55.4 $109,315 - $112,462
2,030 Added 2.99%
69,820 $3.86 Million
Q1 2023

May 02, 2023

BUY
$52.13 - $55.7 $91,488 - $97,753
1,755 Added 2.66%
67,790 $3.7 Million
Q4 2022

Feb 07, 2023

BUY
$50.88 - $56.78 $3.36 Million - $3.75 Million
66,035 New
66,035 $3.6 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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