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

Exencial Wealth Advisors, LLC

  • $2.62 Billion
  • Q2 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 4,007 shares of JEPI stock, worth $235,731. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,007
Previous 4,807 16.64%
Holding current value
$235,731
Previous $278,000 18.35%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$55.45 - $57.39 $44,360 - $45,912
-800 Reduced 16.64%
4,007 $227,000
Q1 2024

May 10, 2024
BUY
$54.75 - $57.86 $49,275 - $52,074
900 Added 23.04%
4,807 $278,000
Q4 2023

Feb 13, 2024
BUY
$51.51 - $55.33 $201,249 - $216,174
3,907 New
3,907 $214,000

Others Institutions Holding JEPI

# of Institutions
1,131
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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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