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 $52,166. This represents 0.01% of its overall portfolio holdings.

Number of Shares
869
Previous 959 9.38%
Holding current value
$52,166
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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc 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 Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.