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

Jfs Wealth Advisors, LLC

  • $1.27 Billion
  • Q2 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 4,167 shares of JEPI stock, worth $245,144. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,167
Previous 4,751 12.29%
Holding current value
$245,144
Previous $274,000 13.87%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 15, 2024
SELL
$55.45 - $57.39 $32,382 - $33,515
-584 Reduced 12.29%
4,167 $236,000
Q1 2024

Apr 30, 2024
BUY
$54.75 - $57.86 $50,698 - $53,578
926 Added 24.21%
4,751 $274,000
Q4 2023

Feb 07, 2024
BUY
$51.51 - $55.33 $3,863 - $4,149
75 Added 2.0%
3,825 $210,000
Q3 2023

Nov 02, 2023
BUY
$53.5 - $55.92 $3,370 - $3,522
63 Added 1.71%
3,750 $200,000
Q2 2023

Aug 07, 2023
BUY
$53.85 - $55.4 $4,200 - $4,321
78 Added 2.16%
3,687 $204,000
Q1 2023

Apr 19, 2023
BUY
$52.13 - $55.7 $6,151 - $6,572
118 Added 3.38%
3,609 $197,000
Q4 2022

Feb 13, 2023
BUY
$50.88 - $56.78 $95,094 - $106,121
1,869 Added 115.23%
3,491 $190,000
Q3 2022

Oct 21, 2022
BUY
$51.23 - $57.83 $37,295 - $42,100
728 Added 81.43%
1,622 $83,000
Q2 2022

Aug 02, 2022
BUY
$52.86 - $62.23 $36,684 - $43,187
694 Added 347.0%
894 $50,000
Q3 2021

Nov 09, 2021
BUY
$59.61 - $62.63 $11,922 - $12,526
200 New
200 $12,000

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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