Meadow Creek Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Meadow Creek Wealth Advisors LLC

  • $125 Million
  • Q3 2024

A detailed history of Meadow Creek Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Meadow Creek Wealth Advisors LLC holds 70,165 shares of JEPI stock, worth $4.1 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
70,165
Previous 65,064 7.84%
Holding current value
$4.1 Million
Previous $3.69 Million 13.24%
% of portfolio
3.34%
Previous 3.52%

Shares

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

Oct 22, 2024
BUY
$54.98 - $59.51 $280,452 - $303,560
5,101 Added 7.84%
70,165 $4.18 Million
Q2 2024

Jul 17, 2024
BUY
$55.45 - $57.39 $584,775 - $605,234
10,546 Added 19.34%
65,064 $3.69 Million
Q1 2024

Apr 19, 2024
BUY
$54.75 - $57.86 $62,634 - $66,191
1,144 Added 2.14%
54,518 $3.15 Million
Q4 2023

Jan 18, 2024
BUY
$51.51 - $55.33 $1.97 Million - $2.11 Million
38,170 Added 251.05%
53,374 $2.93 Million
Q3 2022

Oct 14, 2022
BUY
$51.23 - $57.83 $778,900 - $879,247
15,204 New
15,204 $779,000

Others Institutions Holding JEPI

# of Institutions
1,172
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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