Parcion Private Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Parcion Private Wealth LLC

  • $1.18 Billion
  • Q3 2024

A detailed history of Parcion Private Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Parcion Private Wealth LLC holds 5,029 shares of JEPI stock, worth $299,678. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,029
Previous 291,864 98.28%
Holding current value
$299,678
Previous $16.5 Million 98.19%
% of portfolio
0.03%
Previous 1.53%

Shares

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

Oct 23, 2024
SELL
$54.98 - $59.51 $15.8 Million - $17.1 Million
-286,835 Reduced 98.28%
5,029 $299,000
Q2 2024

Aug 06, 2024
BUY
$55.45 - $57.39 $1.32 Million - $1.37 Million
23,834 Added 8.89%
291,864 $16.5 Million
Q1 2024

Apr 24, 2024
BUY
$54.75 - $57.86 $1.77 Million - $1.88 Million
32,418 Added 13.76%
268,030 $15.5 Million
Q4 2023

Jan 23, 2024
BUY
$51.51 - $55.33 $12.1 Million - $13 Million
235,612 New
235,612 $13 Million

Others Institutions Holding JEPI

# of Institutions
1,143
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
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