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

Insigneo Advisory Services, LLC

$968 Billion
Q4 2024

A detailed history of Insigneo Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Insigneo Advisory Services, LLC holds 55,589 shares of JEPI stock, worth $3.22 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

55,589

Previous 81,186 31.53%

Holding current value

$3.22 Million

Previous $4.83 Billion 33.81%

% of portfolio

0.33%

Previous 0.49%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$57.53 - $60.83 $1.47 Million - $1.56 Million	-25,597 Reduced 31.53%	55,589 $3.2 Billion
Q3 2024 Nov 14, 2024	SELL	$54.98 - $59.51 $3.97 Million - $4.3 Million	-72,185 Reduced 47.07%	81,186 $4.83 Billion
Q2 2024 Aug 14, 2024	SELL	$55.45 - $57.39 $1.83 Million - $1.9 Million	-33,048 Reduced 17.73%	153,371 $8.43 Billion
Q1 2024 May 15, 2024	BUY	$54.75 - $57.86 $2.14 Million - $2.26 Million	39,026 Added 26.48%	186,419 $10.8 Billion
Q4 2023 Feb 14, 2024	BUY	$51.51 - $55.33 $7.19 Million - $7.72 Million	139,568 Added 1783.62%	147,393 $8.17 Billion
Q3 2023 Nov 14, 2023	BUY	$53.5 - $55.92 $418,637 - $437,574	7,825 New	7,825 $419 Million

Others Institutions Holding JEPI

# of Institutions

1,324

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