Winch Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Winch Advisory Services, LLC holds 5,611 shares of JEPI stock, worth $331,553. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,611

Previous 5,446 3.03%

Holding current value

$331,553

Previous $324,000 0.62%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$57.53 - $60.83 $9,492 - $10,036	165 Added 3.03%	5,611 $322,000
Q3 2024 Oct 21, 2024	BUY	$54.98 - $59.51 $6,927 - $7,498	126 Added 2.37%	5,446 $324,000
Q2 2024 Jul 31, 2024	BUY	$55.45 - $57.39 $164,353 - $170,103	2,964 Added 125.81%	5,320 $301,000
Q1 2024 May 14, 2024	BUY	$54.75 - $57.86 $61,867 - $65,381	1,130 Added 92.17%	2,356 $136,000
Q4 2023 Jan 18, 2024	BUY	$51.51 - $55.33 $63,151 - $67,834	1,226 New	1,226 $67,000
Q4 2021 Feb 04, 2022	SELL	$59.34 - $63.61 $4,094 - $4,389	-69 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$59.61 - $62.63 $4,113 - $4,321	69 New	69 $4,000

Others Institutions Holding JEPI

# of Institutions

1,320

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Winch Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History