Summit Financial Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 71,460 shares of JEPI stock, worth $4.16 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
71,460
Previous 53,465 33.66%
Holding current value
$4.16 Million
Previous $3.03 Million 40.33%
% of portfolio
0.84%
Previous 0.69%

Shares

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

Nov 13, 2024
BUY
$54.98 - $59.51 $989,365 - $1.07 Million
17,995 Added 33.66%
71,460 $4.25 Million
Q2 2024

Aug 12, 2024
BUY
$55.45 - $57.39 $1.02 Million - $1.05 Million
18,355 Added 52.28%
53,465 $3.03 Million
Q1 2024

May 02, 2024
BUY
$54.75 - $57.86 $1.33 Million - $1.4 Million
24,235 Added 222.85%
35,110 $2.03 Million
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $581,812 - $608,130
10,875 New
10,875 $582,000

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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