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

Lineweaver Wealth Advisors, LLC

  • $496 Million
  • Q3 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 16,245 shares of JEPI stock, worth $962,841. This represents 0.19% of its overall portfolio holdings.

Number of Shares
16,245
Previous 15,592 4.19%
Holding current value
$962,841
Previous $883,000 9.4%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Oct 24, 2024
BUY
$54.98 - $59.51 $35,901 - $38,860
653 Added 4.19%
16,245 $966,000
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
1,165
Shares Held
279M
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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