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 $269,114. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,483
Previous 3,984 12.53%
Holding current value
$269,114
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
1,147
Shares Held
274M
Call Options Held
283K
Put Options Held
338K
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 Vision Point Advisory Group, LLC Portfolio

Follow Vision Point Advisory Group, 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 Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email