Optivise Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Optivise Advisory Services LLC holds 9,884 shares of JEPI stock, worth $575,248. This represents 0.31% of its overall portfolio holdings.

Number of Shares
9,884
Previous 4,715 109.63%
Holding current value
$575,248
Previous $281 Million 102.65%
% of portfolio
0.31%
Previous 0.15%

Shares

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

Feb 13, 2025
BUY
$57.53 - $60.83 $297,372 - $314,430
5,169 Added 109.63%
9,884 $569 Million
Q3 2024

Nov 12, 2024
BUY
$54.98 - $59.51 $259,230 - $280,589
4,715 New
4,715 $281 Million

Others Institutions Holding JEPI

# of Institutions
1,325
Shares Held
304M
Call Options Held
179K
Put Options Held
309K
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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