A detailed history of Williams & Novak, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Williams & Novak, LLC holds 9,294 shares of JEPI stock, worth $549,740. This represents 0.52% of its overall portfolio holdings.

Number of Shares
9,294
Previous 6,189 50.17%
Holding current value
$549,740
Previous $351 Million 57.67%
% of portfolio
0.52%
Previous 0.33%

Shares

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

Oct 07, 2024

BUY
$54.98 - $59.51 $170,712 - $184,778
3,105 Added 50.17%
9,294 $553 Million
Q2 2024

Jul 12, 2024

BUY
$55.45 - $57.39 $343,180 - $355,186
6,189 New
6,189 $351 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Williams & Novak, LLC Portfolio

Follow Williams & Novak, 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 Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.