Eisner Amper Wealth Management Corporate Benefits, LLC J P Morgan Exchange Traded Fd Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

  • $274 Million
  • Q4 2023

A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 79,233 shares of JEPI stock, worth $4.5 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
79,233
Previous 172,944 54.19%
Holding current value
$4.5 Million
Previous $9.26 Million 52.97%
% of portfolio
1.59%
Previous 4.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 03, 2024
SELL
$51.51 - $55.33 $4.83 Million - $5.19 Million
-93,711 Reduced 54.19%
79,233 $4.36 Million
Q3 2023

Oct 10, 2023
BUY
$53.5 - $55.92 $7.92 Million - $8.28 Million
148,041 Added 594.47%
172,944 $9.26 Million
Q2 2023

Jul 11, 2023
BUY
$53.85 - $55.4 $1.34 Million - $1.38 Million
24,903 New
24,903 $1.38 Million

Others Institutions Holding JEPI

# of Institutions
1,434
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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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