West Michigan Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

West Michigan Advisors, LLC

$296 Million
Q4 2024

A detailed history of West Michigan Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, West Michigan Advisors, LLC holds 58,403 shares of JEPI stock, worth $3.45 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

58,403

Previous 58,541 0.24%

Holding current value

$3.45 Million

Previous $3.48 Million 3.56%

% of portfolio

1.13%

Previous 1.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$57.53 - $60.83 $7,939 - $8,394	-138 Reduced 0.24%	58,403 $3.36 Million
Q3 2024 Oct 23, 2024	BUY	$54.98 - $59.51 $39,310 - $42,549	715 Added 1.24%	58,541 $3.48 Million
Q2 2024 Aug 05, 2024	BUY	$55.45 - $57.39 $201,782 - $208,842	3,639 Added 6.72%	57,826 $3.28 Million
Q1 2024 May 14, 2024	BUY	$54.75 - $57.86 $320,178 - $338,365	5,848 Added 12.1%	54,187 $3.14 Million
Q4 2023 Feb 13, 2024	SELL	$51.51 - $55.33 $1.4 Million - $1.51 Million	-27,205 Reduced 36.01%	48,339 $2.66 Million
Q3 2023 Nov 13, 2023	BUY	$53.5 - $55.92 $204,156 - $213,390	3,816 Added 5.32%	75,544 $4.05 Million
Q2 2023 Aug 15, 2023	SELL	$53.85 - $55.4 $1.58 Million - $1.63 Million	-29,373 Reduced 29.05%	71,728 $3.97 Million
Q1 2023 Apr 21, 2023	BUY	$52.13 - $55.7 $257,782 - $275,436	4,945 Added 5.14%	101,101 $5.52 Million
Q4 2022 Feb 13, 2023	BUY	$50.88 - $56.78 $4.57 Million - $5.1 Million	89,741 Added 1398.92%	96,156 $5.24 Million
Q3 2022 Nov 14, 2022	BUY	$51.23 - $57.83 $126,794 - $143,129	2,475 Added 62.82%	6,415 $329,000
Q2 2022 Aug 15, 2022	BUY	$52.86 - $62.23 $5,391 - $6,347	102 Added 2.66%	3,940 $218,000
Q1 2022 May 13, 2022	BUY	$58.11 - $63.04 $27,834 - $30,196	479 Added 14.26%	3,838 $236,000
Q4 2021 Feb 15, 2022	BUY	$59.34 - $63.61 $199,323 - $213,665	3,359 New	3,359 $212,000

Others Institutions Holding JEPI

# of Institutions

1,317

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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West Michigan Advisors, LLC J P Morgan Exchange Traded Fd Transaction History