Willner & Heller, LLC J P Morgan Exchange Traded Fd Transaction History

Willner & Heller, LLC

  • $102 Million
  • Q2 2024

A detailed history of Willner & Heller, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Willner & Heller, LLC holds 3,684 shares of JEPI stock, worth $218,866. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,684
Holding current value
$218,866
% of portfolio
0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$55.45 - $57.39 $204,277 - $211,424
3,684 New
3,684 $208,000
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $208,913 - $233,138
4,106 New
4,106 $223,000

Others Institutions Holding JEPI

# of Institutions
1,132
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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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