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

Prevail Innovative Wealth Advisors, LLC

$328 Billion
Q3 2024

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 146,166 shares of JEPI stock, worth $8.89 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

146,166

Previous 152,963 4.44%

Holding current value

$8.89 Million

Previous $8.67 Billion 0.33%

% of portfolio

2.65%

Previous 3.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,169

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Account

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