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

Prevail Innovative Wealth Advisors, LLC

  • $269 Billion
  • Q1 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 152,229 shares of JEPI stock, worth $8.63 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares
152,229
Previous 156,027 2.43%
Holding current value
$8.63 Million
Previous $8.58 Billion 2.68%
% of portfolio
3.27%
Previous 4.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,088
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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