Nvest Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Nvest Financial, LLC

  • $187 Million
  • Q4 2024

A detailed history of Nvest Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Nvest Financial, LLC holds 3,646 shares of JEPI stock, worth $214,640. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,646
Previous 4,860 24.98%
Holding current value
$214,640
Previous $289,000 27.68%
% of portfolio
0.11%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$57.53 - $60.83 $69,841 - $73,847
-1,214 Reduced 24.98%
3,646 $209,000
Q3 2024

Oct 09, 2024
BUY
$54.98 - $59.51 $67,240 - $72,780
1,223 Added 33.63%
4,860 $289,000
Q2 2024

Jul 19, 2024
BUY
$55.45 - $57.39 $201,671 - $208,727
3,637 New
3,637 $206,000

Others Institutions Holding JEPI

# of Institutions
1,192
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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