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

Lowe Wealth Advisors, LLC

  • $213 Million
  • Q1 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 91,614 shares of JEPI stock, worth $5.15 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
91,614
Previous 86,213 6.26%
Holding current value
$5.15 Million
Previous $4.74 Million 11.84%
% of portfolio
2.49%
Previous 2.36%

Shares

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

Apr 08, 2024
BUY
$54.75 - $57.86 $295,704 - $312,501
5,401 Added 6.26%
91,614 $5.3 Million
Q4 2023

Jan 04, 2024
BUY
$51.51 - $55.33 $211,809 - $227,516
4,112 Added 5.01%
86,213 $4.74 Million
Q3 2023

Oct 20, 2023
BUY
$53.5 - $55.92 $109,889 - $114,859
2,054 Added 2.57%
82,101 $4.4 Million
Q2 2023

Jul 06, 2023
BUY
$53.85 - $55.4 $408,829 - $420,596
7,592 Added 10.48%
80,047 $4.43 Million
Q1 2023

Apr 05, 2023
BUY
$52.13 - $55.7 $264,455 - $282,566
5,073 Added 7.53%
72,455 $3.96 Million
Q4 2022

Jan 17, 2023
BUY
$53.56 - $56.78 $422,159 - $447,539
7,882 Added 13.25%
67,382 $0
Q3 2022

Oct 06, 2022
BUY
N/A
10,560 Added 21.58%
59,500 $3.05 Million
Q2 2022

Jul 07, 2022
BUY
N/A
14,420 Added 41.77%
48,940 $2.71 Million
Q1 2022

Apr 08, 2022
BUY
N/A
16,735 Added 94.1%
34,520 $2.12 Million
Q4 2021

Jan 18, 2022
BUY
N/A
9,500 Added 114.67%
17,785 $1.12 Million
Q3 2021

Oct 05, 2021
BUY
N/A
8,285 New
8,285 $494,000

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
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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