Lifeworks Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 9,185 shares of JEPI stock, worth $534,567. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,185
Previous 15,058 39.0%
Holding current value
$534,567
Previous $853,000 35.99%
% of portfolio
0.11%
Previous 0.24%

Shares

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

Nov 06, 2024
SELL
$54.98 - $59.51 $322,897 - $349,502
-5,873 Reduced 39.0%
9,185 $546,000
Q2 2024

Aug 13, 2024
SELL
$55.45 - $57.39 $36,264 - $37,533
-654 Reduced 4.16%
15,058 $853,000
Q1 2024

May 10, 2024
BUY
$54.75 - $57.86 $26,718 - $28,235
488 Added 3.21%
15,712 $909,000
Q4 2023

Feb 12, 2024
SELL
$51.51 - $55.33 $17,770 - $19,088
-345 Reduced 2.22%
15,224 $837,000
Q3 2023

Nov 01, 2023
BUY
$53.5 - $55.92 $832,941 - $870,618
15,569 New
15,569 $833,000

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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