Golden State Equity Partners J P Morgan Exchange Traded Fd Transaction History

Golden State Equity Partners

$510 Million
Q4 2024

A detailed history of Golden State Equity Partners transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Golden State Equity Partners holds 67,914 shares of JEPI stock, worth $3.99 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

67,914

Previous 171 39615.79%

Holding current value

$3.99 Million

Previous $10,000 38970.0%

% of portfolio

0.77%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$57.53 - $60.83 $3.9 Million - $4.12 Million	67,743 Added 39615.79%	67,914 $3.91 Million
Q3 2024 Oct 29, 2024	SELL	$54.98 - $59.51 $3.42 Million - $3.7 Million	-62,189 Reduced 99.73%	171 $10,000
Q3 2024 Oct 25, 2024	BUY	$54.98 - $59.51 $458,313 - $496,075	8,336 Added 15.43%	62,360 $3.71 Million
Q2 2024 Jul 29, 2024	BUY	$55.45 - $57.39 $741,421 - $767,361	13,371 Added 32.89%	54,024 $3.06 Million
Q4 2023 Feb 02, 2024	BUY	$51.51 - $55.33 $846,772 - $909,569	16,439 Added 67.89%	40,653 $2.24 Million
Q3 2023 Oct 20, 2023	BUY	$53.5 - $55.92 $158,520 - $165,690	2,963 Added 13.94%	24,214 $1.3 Million
Q2 2023 Jul 19, 2023	BUY	$53.85 - $55.4 $426,868 - $439,155	7,927 Added 59.49%	21,251 $1.18 Million
Q1 2023 Jun 01, 2023	BUY	$52.13 - $55.7 $694,580 - $742,146	13,324 New	13,324 $727 Million

Others Institutions Holding JEPI

# of Institutions

1,221

Shares Held

284M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Golden State Equity Partners J P Morgan Exchange Traded Fd Transaction History