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

Williams & Novak, LLC

  • $104 Billion
  • Q4 2024

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 12,734 shares of JEPI stock, worth $750,923. This represents 0.71% of its overall portfolio holdings.

Number of Shares
12,734
Previous 9,294 37.01%
Holding current value
$750,923
Previous $553 Million 32.45%
% of portfolio
0.71%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,215
Shares Held
283M
Call Options Held
307K
Put Options Held
344K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Williams & Novak, LLC Portfolio

Follow Williams & Novak, 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 Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email