Lewis Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History

Lewis Asset Management, LLC

  • $121 Billion
  • Q1 2024

A detailed history of Lewis Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lewis Asset Management, LLC holds 16,891 shares of JEPI stock, worth $962,111. This represents 0.81% of its overall portfolio holdings.

Number of Shares
16,891
Previous 17,419 3.03%
Holding current value
$962,111
Previous $958 Million 2.05%
% of portfolio
0.81%
Previous 0.88%

Shares

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

May 01, 2024
SELL
$54.75 - $57.86 $28,908 - $30,550
-528 Reduced 3.03%
16,891 $977 Million
Q4 2023

Jan 23, 2024
BUY
$51.51 - $55.33 $897,252 - $963,793
17,419 New
17,419 $958 Million

Others Institutions Holding JEPI

# of Institutions
1,103
Shares Held
274M
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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