West Michigan Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

West Michigan Advisors, LLC

  • $300 Million
  • Q3 2024

A detailed history of West Michigan Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, West Michigan Advisors, LLC holds 58,541 shares of JEPI stock, worth $3.41 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
58,541
Previous 57,826 1.24%
Holding current value
$3.41 Million
Previous $3.28 Million 6.29%
% of portfolio
1.16%
Previous 1.09%

Shares

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

Oct 23, 2024
BUY
$54.98 - $59.51 $39,310 - $42,549
715 Added 1.24%
58,541 $3.48 Million
Q2 2024

Aug 05, 2024
BUY
$55.45 - $57.39 $201,782 - $208,842
3,639 Added 6.72%
57,826 $3.28 Million
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $320,178 - $338,365
5,848 Added 12.1%
54,187 $3.14 Million
Q4 2023

Feb 13, 2024
SELL
$51.51 - $55.33 $1.4 Million - $1.51 Million
-27,205 Reduced 36.01%
48,339 $2.66 Million
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $204,156 - $213,390
3,816 Added 5.32%
75,544 $4.05 Million
Q2 2023

Aug 15, 2023
SELL
$53.85 - $55.4 $1.58 Million - $1.63 Million
-29,373 Reduced 29.05%
71,728 $3.97 Million
Q1 2023

Apr 21, 2023
BUY
$52.13 - $55.7 $257,782 - $275,436
4,945 Added 5.14%
101,101 $5.52 Million
Q4 2022

Feb 13, 2023
BUY
$50.88 - $56.78 $4.57 Million - $5.1 Million
89,741 Added 1398.92%
96,156 $5.24 Million
Q3 2022

Nov 14, 2022
BUY
$51.23 - $57.83 $126,794 - $143,129
2,475 Added 62.82%
6,415 $329,000
Q2 2022

Aug 15, 2022
BUY
$52.86 - $62.23 $5,391 - $6,347
102 Added 2.66%
3,940 $218,000
Q1 2022

May 13, 2022
BUY
$58.11 - $63.04 $27,834 - $30,196
479 Added 14.26%
3,838 $236,000
Q4 2021

Feb 15, 2022
BUY
$59.34 - $63.61 $199,323 - $213,665
3,359 New
3,359 $212,000

Others Institutions Holding JEPI

# of Institutions
1,170
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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