Meadow Creek Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Meadow Creek Wealth Advisors LLC

  • $125 Million
  • Q3 2024

A detailed history of Meadow Creek Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Meadow Creek Wealth Advisors LLC holds 70,165 shares of JEPI stock, worth $4.13 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
70,165
Previous 65,064 7.84%
Holding current value
$4.13 Million
Previous $3.69 Million 13.24%
% of portfolio
3.34%
Previous 3.52%

Shares

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

Oct 22, 2024
BUY
$54.98 - $59.51 $280,452 - $303,560
5,101 Added 7.84%
70,165 $4.18 Million
Q2 2024

Jul 17, 2024
BUY
$55.45 - $57.39 $584,775 - $605,234
10,546 Added 19.34%
65,064 $3.69 Million
Q1 2024

Apr 19, 2024
BUY
$54.75 - $57.86 $62,634 - $66,191
1,144 Added 2.14%
54,518 $3.15 Million
Q4 2023

Jan 18, 2024
BUY
$51.51 - $55.33 $1.97 Million - $2.11 Million
38,170 Added 251.05%
53,374 $2.93 Million
Q3 2022

Oct 14, 2022
BUY
$51.23 - $57.83 $778,900 - $879,247
15,204 New
15,204 $779,000

Others Institutions Holding JEPI

# of Institutions
1,171
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 Meadow Creek Wealth Advisors LLC Portfolio

Follow Meadow Creek Wealth Advisors 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 Meadow Creek Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meadow Creek Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email