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

Lineweaver Wealth Advisors, LLC

  • $456 Million
  • Q2 2024

A detailed history of Lineweaver Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 15,592 shares of JEPI stock, worth $917,277. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,592
Previous 15,026 3.77%
Holding current value
$917,277
Previous $869,000 1.61%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Aug 01, 2024
BUY
$55.45 - $57.39 $31,384 - $32,482
566 Added 3.77%
15,592 $883,000
Q1 2024

Apr 30, 2024
BUY
$54.75 - $57.86 $113,277 - $119,712
2,069 Added 15.97%
15,026 $869,000
Q4 2023

Jan 19, 2024
BUY
$51.51 - $55.33 $21,994 - $23,625
427 Added 3.41%
12,957 $712,000
Q3 2023

Oct 19, 2023
BUY
$53.5 - $55.92 $670,355 - $700,677
12,530 New
12,530 $671,000

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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