York Bridge Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 5,800 shares of JEPI stock, worth $328,744. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,800
Previous 5,800 -0.0%
Holding current value
$328,744
Previous $297,000 6.4%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 18, 2022
BUY
N/A
5,800 New
5,800 $297,000
Q2 2022

Jul 15, 2022
SELL
N/A
-5,500 Closed
0 $0
Q3 2021

Oct 22, 2021
BUY
N/A
400 Added 7.84%
5,500 $328,000
Q1 2021

Apr 15, 2021
BUY
N/A
5,100 New
5,100 $296,000

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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