Westside Investment Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Westside Investment Management, Inc. holds 1,800 shares of JEPI stock, worth $106,146. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,800

Previous 1,600 12.5%

Holding current value

$106,146

Previous $90.9 Million 13.95%

% of portfolio

0.02%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$57.53 - $60.83 $11,506 - $12,166	200 Added 12.5%	1,800 $104 Million
Q3 2024 Nov 20, 2024	BUY	$54.98 - $59.51 $43,984 - $47,608	800 Added 100.0%	1,600 $90.9 Million
Q1 2024 Apr 19, 2024	BUY	$54.75 - $57.86 $10,950 - $11,572	200 Added 33.33%	800 $45.9 Million
Q4 2022 Jan 31, 2023	BUY	$50.88 - $56.78 $30,528 - $34,068	600 New	600 $32.7 Million

Others Institutions Holding JEPI

# of Institutions

1,215

Shares Held

283M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Westside Investment Management, Inc. J P Morgan Exchange Traded Fd Transaction History