Beacon Financial Planning, Inc J P Morgan Exchange Traded Fd Transaction History

Beacon Financial Planning, Inc

  • $147 Billion
  • Q2 2024

A detailed history of Beacon Financial Planning, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 3,711 shares of JEPI stock, worth $219,579. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,711
Previous 3,644 1.84%
Holding current value
$219,579
Previous $211 Million 0.24%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Jul 18, 2024
BUY
$55.45 - $57.39 $3,715 - $3,845
67 Added 1.84%
3,711 $210 Million
Q1 2024

Apr 22, 2024
BUY
$54.75 - $57.86 $199,509 - $210,841
3,644 New
3,644 $211 Million

Others Institutions Holding JEPI

# of Institutions
1,133
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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