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

Willner & Heller, LLC

  • $109 Million
  • Q3 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 3,604 shares of JEPI stock, worth $209,752. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,604
Previous 3,684 2.17%
Holding current value
$209,752
Previous $208,000 2.88%
% of portfolio
0.2%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$54.98 - $59.51 $4,398 - $4,760
-80 Reduced 2.17%
3,604 $214,000
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
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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