Waller Financial Planning Group, Inc J P Morgan Exchange Traded Fd Transaction History

Waller Financial Planning Group, Inc

  • $403 Million
  • Q3 2024

A detailed history of Waller Financial Planning Group, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 4,771 shares of JEPI stock, worth $289,504. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,771
Previous 4,924 3.11%
Holding current value
$289,504
Previous $279,000 1.43%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 02, 2024
SELL
$54.98 - $59.51 $8,411 - $9,105
-153 Reduced 3.11%
4,771 $283,000
Q2 2024

Jul 02, 2024
BUY
$55.45 - $57.39 $43,029 - $44,534
776 Added 18.71%
4,924 $279,000
Q1 2024

Apr 02, 2024
BUY
$54.75 - $57.86 $227,103 - $240,003
4,148 New
4,148 $240,000

Others Institutions Holding JEPI

# of Institutions
1,168
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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