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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Westshore Wealth, LLC Portfolio

Follow Westshore Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westshore Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westshore Wealth, LLC with notifications on news.