A detailed history of Four Thought Financial Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Four Thought Financial Partners, LLC holds 60,877 shares of JEPI stock, worth $3.63 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
60,877
Previous 54,046 12.64%
Holding current value
$3.63 Million
Previous $3.13 Billion 10.34%
% of portfolio
0.44%
Previous 0.36%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$55.45 - $57.39 $378,778 - $392,031
6,831 Added 12.64%
60,877 $3.45 Billion
Q1 2024

May 14, 2024

BUY
$54.75 - $57.86 $2.06 Million - $2.18 Million
37,646 Added 229.55%
54,046 $3.13 Billion
Q4 2023

Feb 06, 2024

SELL
$51.51 - $55.33 $29,515 - $31,704
-573 Reduced 3.38%
16,400 $902 Million
Q3 2023

Nov 13, 2023

SELL
$53.5 - $55.92 $606,690 - $634,132
-11,340 Reduced 40.05%
16,973 $909 Million
Q2 2023

Aug 11, 2023

BUY
$53.85 - $55.4 $21,540 - $22,160
400 Added 1.43%
28,313 $1.57 Billion
Q1 2023

May 04, 2023

BUY
$52.13 - $55.7 $186,886 - $199,684
3,585 Added 14.74%
27,913 $1.52 Billion
Q4 2022

Feb 07, 2023

BUY
$50.88 - $56.78 $1.24 Million - $1.38 Million
24,328 New
24,328 $1.33 Billion

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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

Track Four Thought Financial Partners, LLC Portfolio

Follow Four Thought Financial Partners, 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 Four Thought Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Four Thought Financial Partners, LLC with notifications on news.