Weatherly Asset Management L. P. J P Morgan Exchange Traded Fd Transaction History

Weatherly Asset Management L. P.

  • $1.09 Billion
  • Q2 2024

A detailed history of Weatherly Asset Management L. P. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 6,330 shares of JEPI stock, worth $374,546. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,330
Previous 6,205 2.01%
Holding current value
$374,546
Previous $359,000 0.28%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 31, 2024
BUY
$55.45 - $57.39 $6,931 - $7,173
125 Added 2.01%
6,330 $358,000
Q1 2024

Apr 18, 2024
BUY
$54.75 - $57.86 $339,723 - $359,021
6,205 New
6,205 $359,000

Others Institutions Holding JEPI

# of Institutions
1,133
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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