Nvest Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Nvest Financial, LLC

  • $169 Million
  • Q3 2024

A detailed history of Nvest Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Nvest Financial, LLC holds 4,860 shares of JEPI stock, worth $284,164. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,860
Previous 3,637 33.63%
Holding current value
$284,164
Previous $206,000 40.29%
% of portfolio
0.17%
Previous 0.13%

Shares

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

Oct 09, 2024
BUY
$54.98 - $59.51 $67,240 - $72,780
1,223 Added 33.63%
4,860 $289,000
Q2 2024

Jul 19, 2024
BUY
$55.45 - $57.39 $201,671 - $208,727
3,637 New
3,637 $206,000

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
Track This Portfolio

Track Nvest Financial, LLC Portfolio

Follow Nvest Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nvest Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nvest Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email