Svb Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025

A detailed history of Svb Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Svb Wealth LLC holds 1,834 shares of JEPI stock, worth $102,557. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,834
Holding current value
$102,557
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$56.17 - $59.71 $103,015 - $109,508
1,834 New
1,834 $104,000
Q1 2023

May 12, 2023
BUY
$52.13 - $55.7 $221,761 - $236,947
4,254 New
4,254 $232,000

Others Institutions Holding JEPI

# of Institutions
1,367
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Svb Wealth LLC Portfolio

Follow Svb Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Svb Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email