Westshore Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Westshore Wealth, LLC

$216 Million
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Sep 05, 2023	BUY	$53.85 - $55.4 $741,568 - $762,913	13,771 Added 12.12%	127,397 $7.05 Million
Q1 2023 May 12, 2023	BUY	$52.13 - $55.7 $501,803 - $536,168	9,626 Added 9.26%	113,626 $6.2 Million
Q4 2022 Feb 14, 2023	SELL	$50.88 - $56.78 $88,531 - $98,797	-1,740 Reduced 1.65%	104,000 $5.67 Million
Q3 2022 Nov 02, 2022	BUY	$51.23 - $57.83 $488,426 - $551,351	9,534 Added 9.91%	105,740 $5.42 Million
Q2 2022 Jul 15, 2022	BUY	$52.86 - $62.23 $1.41 Million - $1.66 Million	26,699 Added 38.41%	96,206 $5.34 Million
Q1 2022 May 10, 2022	BUY	$58.11 - $63.04 $548,151 - $594,656	9,433 Added 15.7%	69,507 $4.27 Million
Q4 2021 Feb 17, 2022	BUY	$59.34 - $63.61 $3.56 Million - $3.82 Million	60,074 New	60,074 $3.8 Million

Others Institutions Holding JEPI

# of Institutions

1,131

Shares Held

270M

Call Options Held

283K

Put Options Held

338K

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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