Steward Partners Investment Solutions, LLC J P Morgan Exchange Traded Fd Transaction History

Steward Partners Investment Solutions, LLC

  • $594 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Solutions, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Steward Partners Investment Solutions, LLC holds 11,762 shares of JEPI stock, worth $684,548. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,762
Previous 11,980 1.82%
Holding current value
$684,548
Previous $659 Million 3.33%
% of portfolio
0.11%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$54.75 - $57.86 $11,935 - $12,613
-218 Reduced 1.82%
11,762 $681 Million
Q4 2023

Feb 13, 2024
BUY
$51.51 - $55.33 $617,089 - $662,853
11,980 New
11,980 $659 Million

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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