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 $128,321. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,133
Previous 19,180 88.88%
Holding current value
$128,321
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
1,166
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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