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

Wills Financial Group, Inc.

  • $223 Million
  • Q3 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 3,957 shares of JEPI stock, worth $230,297. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,957
Previous 3,957 -0.0%
Holding current value
$230,297
Previous $224,000 4.91%
% of portfolio
0.11%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,170
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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