Winch Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History

Winch Advisory Services, LLC

  • $345 Million
  • Q3 2024

A detailed history of Winch Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Winch Advisory Services, LLC holds 5,446 shares of JEPI stock, worth $316,957. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,446
Previous 5,320 2.37%
Holding current value
$316,957
Previous $301,000 7.64%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 21, 2024
BUY
$54.98 - $59.51 $6,927 - $7,498
126 Added 2.37%
5,446 $324,000
Q2 2024

Jul 31, 2024
BUY
$55.45 - $57.39 $164,353 - $170,103
2,964 Added 125.81%
5,320 $301,000
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $61,867 - $65,381
1,130 Added 92.17%
2,356 $136,000
Q4 2023

Jan 18, 2024
BUY
$51.51 - $55.33 $63,151 - $67,834
1,226 New
1,226 $67,000
Q4 2021

Feb 04, 2022
SELL
$59.34 - $63.61 $4,094 - $4,389
-69 Closed
0 $0
Q3 2021

Nov 10, 2021
BUY
$59.61 - $62.63 $4,113 - $4,321
69 New
69 $4,000

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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