Pine Harbor Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Pine Harbor Wealth Management, LLC

  • $159 Billion
  • Q1 2024

A detailed history of Pine Harbor Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 5,411 shares of JEPI stock, worth $304,098. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,411
Previous 5,060 6.94%
Holding current value
$304,098
Previous $278 Million 12.54%
% of portfolio
0.2%
Previous 0.21%

Shares

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

May 15, 2024
BUY
$54.75 - $57.86 $19,217 - $20,308
351 Added 6.94%
5,411 $313 Million
Q4 2023

Apr 03, 2024
BUY
$51.51 - $55.33 $260,640 - $279,969
5,060 New
5,060 $278 Million

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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