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

Prevail Innovative Wealth Advisors, LLC

$375 Billion
Q1 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 89,666 shares of JEPI stock, worth $5.14 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

89,666

Previous 94,627 5.24%

Holding current value

$5.14 Million

Previous $5.44 Billion 5.89%

% of portfolio

1.36%

Previous 1.58%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$56.17 - $59.71 $278,659 - $296,221	-4,961 Reduced 5.24%	89,666 $5.12 Billion
Q4 2024 Feb 12, 2025	SELL	$57.53 - $60.83 $2.97 Million - $3.14 Million	-51,539 Reduced 35.26%	94,627 $5.44 Billion
Q3 2024 Nov 13, 2024	SELL	$54.98 - $59.51 $373,699 - $404,489	-6,797 Reduced 4.44%	146,166 $8.7 Billion
Q2 2024 Aug 08, 2024	BUY	$55.45 - $57.39 $40,700 - $42,124	734 Added 0.48%	152,963 $8.67 Billion
Q1 2024 May 09, 2024	SELL	$54.75 - $57.86 $207,940 - $219,752	-3,798 Reduced 2.43%	152,229 $8.81 Billion
Q4 2023 Feb 13, 2024	SELL	$51.51 - $55.33 $2.03 Million - $2.18 Million	-39,482 Reduced 20.19%	156,027 $8.58 Billion
Q3 2023 Nov 14, 2023	BUY	$53.5 - $55.92 $552,815 - $577,821	10,333 Added 5.58%	195,509 $10.5 Billion
Q2 2023 Aug 15, 2023	BUY	$53.85 - $55.4 $9.97 Million - $10.3 Million	185,176 New	185,176 $10.2 Billion

Others Institutions Holding JEPI

# of Institutions

1,387

Shares Held

732M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Prevail Innovative Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History