Oliver Lagore Vanvalin Investment Group J P Morgan Exchange Traded Fd Transaction History

Oliver Lagore Vanvalin Investment Group

  • $370 Million
  • Q4 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 630 shares of JEPI stock, worth $35,336. This represents 0.01% of its overall portfolio holdings.

Number of Shares
630
Previous 530 18.87%
Holding current value
$35,336
Previous $31,000 16.13%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Apr 01, 2025
BUY
$57.53 - $60.83 $5,753 - $6,083
100 Added 18.87%
630 $36,000
Q4 2023

Jan 31, 2024
SELL
$51.51 - $55.33 $61,657 - $66,230
-1,197 Reduced 69.31%
530 $29,000
Q3 2023

Nov 09, 2023
BUY
$53.5 - $55.92 $28,729 - $30,029
537 Added 45.13%
1,727 $92,000
Q2 2023

Aug 08, 2023
BUY
$53.85 - $55.4 $10,231 - $10,526
190 Added 19.0%
1,190 $65,000
Q1 2023

Jun 20, 2023
BUY
$52.13 - $55.7 $52,130 - $55,700
1,000 New
1,000 $54,000

Others Institutions Holding JEPI

# of Institutions
1,371
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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 Oliver Lagore Vanvalin Investment Group Portfolio

Follow Oliver Lagore Vanvalin Investment Group 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 Oliver Lagore Vanvalin Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Oliver Lagore Vanvalin Investment Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email