Wealthspire Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Wealthspire Advisors, LLC

  • $7.78 Billion
  • Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 32,689 shares of JEPI stock, worth $1.96 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
32,689
Holding current value
$1.96 Million
% of portfolio
0.02%

Shares

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

Aug 08, 2024
BUY
$55.45 - $57.39 $1.81 Million - $1.88 Million
32,689 New
32,689 $1.85 Million
Q3 2023

Nov 06, 2023
BUY
$53.5 - $55.92 $232,404 - $242,916
4,344 New
4,344 $232,000

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
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