Wealth Alliance Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History

Wealth Alliance Advisory Group, LLC

  • $411 Million
  • Q2 2024

A detailed history of Wealth Alliance Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 24,730 shares of JEPI stock, worth $1.43 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
24,730
Previous 25,306 2.28%
Holding current value
$1.43 Million
Previous $1.46 Million 4.3%
% of portfolio
0.34%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$55.45 - $57.39 $31,939 - $33,056
-576 Reduced 2.28%
24,730 $1.4 Million
Q1 2024

Apr 15, 2024
BUY
$54.75 - $57.86 $17,793 - $18,804
325 Added 1.3%
25,306 $1.46 Million
Q4 2023

Jan 10, 2024
BUY
$51.51 - $55.33 $23,797 - $25,562
462 Added 1.88%
24,981 $1.37 Million
Q3 2023

Oct 10, 2023
BUY
$53.5 - $55.92 $1.31 Million - $1.37 Million
24,519 New
24,519 $1.31 Million

Others Institutions Holding JEPI

# of Institutions
1,129
Shares Held
270M
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
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