Westover Capital Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Westover Capital Advisors, LLC

  • $383 Million
  • Q2 2024

A detailed history of Westover Capital Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 4,181 shares of JEPI stock, worth $245,968. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,181
Previous 4,289 2.52%
Holding current value
$245,968
Previous $248,000 4.84%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Aug 08, 2024
SELL
$55.45 - $57.39 $5,988 - $6,198
-108 Reduced 2.52%
4,181 $236,000
Q1 2024

May 03, 2024
BUY
$54.75 - $57.86 $18,450 - $19,498
337 Added 8.53%
4,289 $248,000
Q4 2023

Feb 06, 2024
BUY
$51.51 - $55.33 $203,567 - $218,664
3,952 New
3,952 $217,000
Q2 2023

Aug 11, 2023
SELL
$53.85 - $55.4 $12,116 - $12,465
-225 Reduced 5.84%
3,631 $200,000
Q1 2023

May 22, 2023
SELL
$52.13 - $55.7 $5,838 - $6,238
-112 Reduced 2.82%
3,856 $210,000
Q4 2022

May 18, 2023
BUY
$50.88 - $56.78 $201,891 - $225,303
3,968 New
3,968 $216,000

Others Institutions Holding JEPI

# of Institutions
1,131
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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