Wintrust Investments LLC J P Morgan Exchange Traded Fd Transaction History

Wintrust Investments LLC

  • $123 Million
  • Q3 2024

A detailed history of Wintrust Investments LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wintrust Investments LLC holds 2,133 shares of JEPI stock, worth $124,140. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,133
Previous 19,180 88.88%
Holding current value
$124,140
Previous $1.09 Million 88.41%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 12, 2024
SELL
$54.98 - $59.51 $937,244 - $1.01 Million
-17,047 Reduced 88.88%
2,133 $126,000
Q2 2024

Aug 13, 2024
BUY
$55.45 - $57.39 $72,362 - $74,893
1,305 Added 7.3%
19,180 $1.09 Million
Q1 2024

May 09, 2024
BUY
$54.75 - $57.86 $122,968 - $129,953
2,246 Added 14.37%
17,875 $1.03 Million
Q4 2023

Feb 12, 2024
BUY
$51.51 - $55.33 $149,327 - $160,401
2,899 Added 22.77%
15,629 $859,000
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $133,108 - $139,128
2,488 Added 24.29%
12,730 $681,000
Q2 2023

Aug 10, 2023
BUY
$53.85 - $55.4 $551,531 - $567,406
10,242 New
10,242 $566,000
Q4 2022

Feb 13, 2023
BUY
$50.88 - $56.78 $257,351 - $287,193
5,058 New
5,058 $276,000

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
Track This Portfolio

Track Wintrust Investments LLC Portfolio

Follow Wintrust Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wintrust Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wintrust Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email