Naviter Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Naviter Wealth, LLC

  • $710 Million
  • Q3 2024

A detailed history of Naviter Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Naviter Wealth, LLC holds 8,541 shares of JEPI stock, worth $499,392. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,541
Previous 157,698 94.58%
Holding current value
$499,392
Previous $8.94 Million 94.32%
% of portfolio
0.07%
Previous 1.35%

Shares

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

Oct 16, 2024
SELL
$54.98 - $59.51 $8.2 Million - $8.88 Million
-149,157 Reduced 94.58%
8,541 $508,000
Q2 2024

Aug 01, 2024
BUY
$55.45 - $57.39 $549,675 - $568,907
9,913 Added 6.71%
157,698 $8.94 Million
Q1 2024

Apr 18, 2024
BUY
$54.75 - $57.86 $936,225 - $989,406
17,100 Added 13.08%
147,785 $8.55 Million
Q4 2023

Feb 05, 2024
BUY
$51.51 - $55.33 $330,745 - $355,273
6,421 Added 5.17%
130,685 $7.19 Million
Q3 2023

Nov 14, 2023
BUY
$53.5 - $55.92 $903,775 - $944,656
16,893 Added 15.73%
124,264 $6.66 Million
Q2 2023

Jul 20, 2023
BUY
$53.85 - $55.4 $5.78 Million - $5.95 Million
107,371 New
107,371 $5.94 Million

Others Institutions Holding JEPI

# of Institutions
1,139
Shares Held
271M
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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