Wealth Advisors Of Iowa, LLC J P Morgan Exchange Traded Fd Transaction History

Wealth Advisors Of Iowa, LLC

  • $164 Million
  • Q1 2024

A detailed history of Wealth Advisors Of Iowa, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 139,203 shares of JEPI stock, worth $7.82 Million. This represents 4.9% of its overall portfolio holdings.

Number of Shares
139,203
Previous 107,206 29.85%
Holding current value
$7.82 Million
Previous $5.89 Million 36.65%
% of portfolio
4.9%
Previous 3.96%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$54.75 - $57.86 $1.75 Million - $1.85 Million
31,997 Added 29.85%
139,203 $8.05 Million
Q4 2023

Feb 08, 2024
BUY
$51.51 - $55.33 $2.47 Million - $2.65 Million
47,940 Added 80.89%
107,206 $5.89 Million
Q3 2023

Nov 07, 2023
BUY
$53.5 - $55.92 $2.42 Million - $2.53 Million
45,284 Added 323.87%
59,266 $3.17 Million
Q2 2023

Jul 25, 2023
BUY
$53.85 - $55.4 $752,930 - $774,602
13,982 New
13,982 $773,000

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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