Financial Perspectives, Inc J P Morgan Exchange Traded Fd Transaction History

Financial Perspectives, Inc

$288 Billion
Q3 2024

A detailed history of Financial Perspectives, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Perspectives, Inc holds 3,479 shares of JEPI stock, worth $209,296. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,479

Previous 3,440 1.13%

Holding current value

$209,296

Previous $195 Million 6.16%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$54.98 - $59.51 $2,144 - $2,320	39 Added 1.13%	3,479 $207 Million
Q2 2024 Aug 09, 2024	BUY	$55.45 - $57.39 $3,105 - $3,213	56 Added 1.65%	3,440 $195 Million
Q1 2024 Apr 19, 2024	BUY	$54.75 - $57.86 $11,607 - $12,266	212 Added 6.68%	3,384 $196 Million
Q4 2023 Feb 01, 2024	BUY	$51.51 - $55.33 $3,296 - $3,541	64 Added 2.06%	3,172 $174 Million
Q3 2023 Jan 09, 2024	BUY	$53.5 - $55.92 $53,072 - $55,472	992 Added 46.88%	3,108 $166 Million
Q2 2023 Jan 09, 2024	BUY	$53.85 - $55.4 $113,946 - $117,226	2,116 New	2,116 $117 Million
Q2 2022 Jan 09, 2024	SELL	$52.86 - $62.23 $172,905 - $203,554	-3,271 Closed	0 $0
Q1 2022 Jan 09, 2024	BUY	$58.11 - $63.04 $190,077 - $206,203	3,271 New	3,271 $201 Million

Others Institutions Holding JEPI

# of Institutions

1,168

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Account

Financial Perspectives, Inc J P Morgan Exchange Traded Fd Transaction History