Outlook Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Outlook Wealth Advisors, LLC

  • $285 Million
  • Q1 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 5,570 shares of JEPI stock, worth $314,036. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,570
Previous 5,709 2.43%
Holding current value
$314,036
Previous $313,000 2.88%
% of portfolio
0.11%
Previous 0.13%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$54.75 - $57.86 $7,610 - $8,042
-139 Reduced 2.43%
5,570 $322,000
Q4 2023

Jan 29, 2024
SELL
$51.51 - $55.33 $678,695 - $729,028
-13,176 Reduced 69.77%
5,709 $313,000
Q3 2023

Oct 10, 2023
BUY
$53.5 - $55.92 $15,622 - $16,328
292 Added 1.57%
18,885 $1.01 Million
Q2 2023

Jul 10, 2023
SELL
$53.85 - $55.4 $17,824 - $18,337
-331 Reduced 1.75%
18,593 $1.03 Million
Q1 2023

Apr 18, 2023
SELL
$52.13 - $55.7 $36,855 - $39,379
-707 Reduced 3.6%
18,924 $1.03 Million
Q4 2022

Feb 14, 2023
SELL
$53.56 - $56.78 $141,826 - $150,353
-2,648 Reduced 11.89%
19,631 $1.07 Million
Q3 2022

Oct 25, 2022
SELL
N/A
-552 Reduced 2.42%
22,279 $1.14 Million
Q2 2022

Jul 28, 2022
SELL
N/A
-1,056 Reduced 4.42%
22,831 $1.27 Million
Q1 2022

Jul 28, 2022
BUY
N/A
1,159 Added 5.1%
23,887 $1.47 Million
Q1 2022

May 13, 2022
BUY
N/A
2,868 Added 14.44%
22,728 $1.4 Million
Q4 2021

Jan 21, 2022
BUY
N/A
4,840 Added 32.22%
19,860 $1.26 Million
Q3 2021

Oct 22, 2021
BUY
N/A
3,259 Added 27.71%
15,020 $895,000
Q2 2021

Jul 21, 2021
BUY
N/A
11,761 New
11,761 $712,000

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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