Wills Financial Group, Inc. J P Morgan Exchange Traded Fd Transaction History

Wills Financial Group, Inc.

  • $214 Million
  • Q4 2024

A detailed history of Wills Financial Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wills Financial Group, Inc. holds 6,129 shares of JEPI stock, worth $343,775. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,129
Previous 3,957 54.89%
Holding current value
$343,775
Previous $235,000 49.79%
% of portfolio
0.16%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$57.53 - $60.83 $124,955 - $132,122
2,172 Added 54.89%
6,129 $352,000
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $11,090 - $11,478
200 Added 5.32%
3,957 $224,000
Q4 2023

Feb 14, 2024
BUY
$51.51 - $55.33 $193,523 - $207,874
3,757 New
3,757 $206,000

Others Institutions Holding JEPI

# of Institutions
1,367
Shares Held
334M
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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