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

Foster Victor Wealth Advisors, LLC

  • $1.1 Billion
  • Q1 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 15,107 shares of JEPI stock, worth $851,732. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,107
Previous 11,311 33.56%
Holding current value
$851,732
Previous $621,000 40.74%
% of portfolio
0.08%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$54.75 - $57.86 $207,831 - $219,636
3,796 Added 33.56%
15,107 $874,000
Q4 2023

Jan 19, 2024
BUY
$51.51 - $55.33 $209,954 - $225,525
4,076 Added 56.34%
11,311 $621,000
Q3 2023

Oct 13, 2023
BUY
$53.5 - $55.92 $183,933 - $192,252
3,438 Added 90.55%
7,235 $387,000
Q2 2023

Jul 14, 2023
BUY
$53.85 - $55.4 $204,468 - $210,353
3,797 New
3,797 $210,000

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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