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

Oliver Lagore Vanvalin Investment Group

  • $359 Million
  • Q3 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 530 shares of JEPI stock, worth $30,846. This represents 0.01% of its overall portfolio holdings.

Number of Shares
530
Previous 530 -0.0%
Holding current value
$30,846
Previous $30,000 3.33%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,170
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
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