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

West Wealth Group, LLC

  • $306 Million
  • Q3 2024

A detailed history of West Wealth Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, West Wealth Group, LLC holds 6,013 shares of JEPI stock, worth $353,684. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,013
Previous 6,226 3.42%
Holding current value
$353,684
Previous $352,000 1.42%
% of portfolio
0.12%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$54.98 - $59.51 $11,710 - $12,675
-213 Reduced 3.42%
6,013 $357,000
Q2 2024

Aug 01, 2024
SELL
$55.45 - $57.39 $58,998 - $61,062
-1,064 Reduced 14.6%
6,226 $352,000
Q1 2024

May 08, 2024
BUY
$54.75 - $57.86 $399,127 - $421,799
7,290 New
7,290 $421,000

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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