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

Navis Wealth Advisors, LLC

  • $82.9 Million
  • Q1 2024

A detailed history of Navis Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 19,728 shares of JEPI stock, worth $1.12 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
19,728
Previous 7,325 169.32%
Holding current value
$1.12 Million
Previous $402,000 183.83%
% of portfolio
1.38%
Previous 0.53%

Shares

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

Apr 29, 2024
BUY
$54.75 - $57.86 $679,064 - $717,637
12,403 Added 169.32%
19,728 $1.14 Million
Q4 2022

Jan 25, 2023
BUY
$53.56 - $56.78 $392,327 - $415,913
7,325 New
7,325 $0
Q1 2021

May 18, 2021
SELL
N/A
-2,100 Closed
0 $0
Q4 2020

Mar 04, 2021
BUY
N/A
2,100 New
2,100 $117,000

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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