Valley National Advisers Inc J P Morgan Exchange Traded Fd Transaction History

Valley National Advisers Inc

  • $554 Million
  • Q3 2024

A detailed history of Valley National Advisers Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Valley National Advisers Inc holds 869 shares of JEPI stock, worth $50,575. This represents 0.01% of its overall portfolio holdings.

Number of Shares
869
Previous 959 9.38%
Holding current value
$50,575
Previous $54,000 5.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024
SELL
$54.98 - $59.51 $4,948 - $5,355
-90 Reduced 9.38%
869 $51,000
Q2 2024

Jul 18, 2024
SELL
$55.45 - $57.39 $5,545 - $5,739
-100 Reduced 9.44%
959 $54,000
Q1 2024

Apr 19, 2024
BUY
$54.75 - $57.86 $17,574 - $18,573
321 Added 43.5%
1,059 $61,000
Q3 2023

Nov 13, 2023
SELL
$53.5 - $55.92 $12,733 - $13,308
-238 Reduced 24.39%
738 $40,000
Q2 2023

Jul 31, 2023
BUY
$53.85 - $55.4 $16,693 - $17,174
310 Added 46.55%
976 $55,000
Q1 2023

Apr 26, 2023
BUY
$52.13 - $55.7 $34,718 - $37,096
666 New
666 $37,000

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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