Vision Point Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History

Vision Point Advisory Group, LLC

  • $275 Million
  • Q3 2024

A detailed history of Vision Point Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,483 shares of JEPI stock, worth $264,362. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,483
Previous 3,984 12.53%
Holding current value
$264,362
Previous $225,000 18.22%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Oct 15, 2024
BUY
$54.98 - $59.51 $27,435 - $29,695
499 Added 12.53%
4,483 $266,000
Q2 2024

Aug 01, 2024
BUY
$55.45 - $57.39 $90,660 - $93,832
1,635 Added 69.6%
3,984 $225,000
Q1 2024

May 10, 2024
BUY
$54.75 - $57.86 $3,120 - $3,298
57 Added 2.49%
2,349 $135,000
Q4 2023

Feb 07, 2024
BUY
$51.51 - $55.33 $118,060 - $126,816
2,292 New
2,292 $126,000
Q2 2023

Aug 21, 2023
BUY
$53.85 - $55.4 $79,374 - $81,659
1,474 New
1,474 $81,000

Others Institutions Holding JEPI

# of Institutions
1,215
Shares Held
283M
Call Options Held
307K
Put Options Held
344K
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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