Optivise Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,933 shares of JEPI stock, worth $388,871. This represents 0.22% of its overall portfolio holdings.

Number of Shares
6,933
Previous 9,884 29.86%
Holding current value
$388,871
Previous $569 Million 30.33%
% of portfolio
0.22%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
SELL
$56.17 - $59.71 $165,757 - $176,204
-2,951 Reduced 29.86%
6,933 $396 Million
Q4 2024

Feb 13, 2025
BUY
$57.53 - $60.83 $297,372 - $314,430
5,169 Added 109.63%
9,884 $569 Million
Q3 2024

Nov 12, 2024
BUY
$54.98 - $59.51 $259,230 - $280,589
4,715 New
4,715 $281 Million

Others Institutions Holding JEPI

# of Institutions
1,368
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
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