Fortis Capital Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Fortis Capital Advisors, LLC

  • $277 Billion
  • Q2 2024

A detailed history of Fortis Capital Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 6,304 shares of JEPI stock, worth $372,881. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,304
Previous 4,463 41.25%
Holding current value
$372,881
Previous $258 Million 38.38%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Aug 02, 2024
BUY
$55.45 - $57.39 $102,083 - $105,654
1,841 Added 41.25%
6,304 $357 Million
Q1 2024

May 08, 2024
BUY
$54.75 - $57.86 $244,349 - $258,229
4,463 New
4,463 $258 Million
Q3 2023

Nov 14, 2023
BUY
$53.5 - $55.92 $173,286 - $181,124
3,239 Added 61.48%
8,507 $456 Million
Q2 2023

Aug 14, 2023
BUY
$53.85 - $55.4 $35,971 - $37,007
668 Added 14.52%
5,268 $292 Million
Q1 2023

May 15, 2023
SELL
$52.13 - $55.7 $17,619 - $18,826
-338 Reduced 6.84%
4,600 $251 Million
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $251,245 - $280,379
4,938 New
4,938 $269 Million

Others Institutions Holding JEPI

# of Institutions
1,134
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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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