Williams & Novak, LLC J P Morgan Exchange Traded Fd Transaction History

Williams & Novak, LLC

  • $118 Billion
  • Q2 2025

A detailed history of Williams & Novak, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Williams & Novak, LLC holds 22,033 shares of JEPI stock, worth $1.24 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
22,033
Previous 19,108 15.31%
Holding current value
$1.24 Million
Previous $1.08 Billion 15.47%
% of portfolio
1.07%
Previous 1.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$51.14 - $57.0 $149,584 - $166,725
2,925 Added 15.31%
22,033 $1.25 Billion
Q1 2025

May 15, 2025
BUY
$56.17 - $59.71 $358,027 - $380,591
6,374 Added 50.05%
19,108 $1.08 Billion
Q4 2024

Jan 22, 2025
BUY
$57.53 - $60.83 $197,903 - $209,255
3,440 Added 37.01%
12,734 $733 Million
Q3 2024

Oct 07, 2024
BUY
$54.98 - $59.51 $170,712 - $184,778
3,105 Added 50.17%
9,294 $553 Million
Q2 2024

Jul 12, 2024
BUY
$55.45 - $57.39 $343,180 - $355,186
6,189 New
6,189 $351 Million

Others Institutions Holding JEPI

# of Institutions
1,388
Shares Held
739M
Call Options Held
511K
Put Options Held
363K
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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