A detailed history of Southland Equity Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Southland Equity Partners LLC holds 7,195 shares of JEPI stock, worth $432,851. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,195
Previous 9,050 20.5%
Holding current value
$432,851
Previous $513 Million 16.53%
% of portfolio
0.1%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$54.98 - $59.51 $101,987 - $110,391
-1,855 Reduced 20.5%
7,195 $428 Million
Q2 2024

Jul 12, 2024

SELL
$55.45 - $57.39 $32,050 - $33,171
-578 Reduced 6.0%
9,050 $513 Million
Q1 2024

Apr 12, 2024

SELL
$54.75 - $57.86 $985 - $1,041
-18 Reduced 0.19%
9,628 $557 Million
Q4 2023

Jan 09, 2024

BUY
$51.51 - $55.33 $193,677 - $208,040
3,760 Added 63.88%
9,646 $530 Million
Q3 2023

Jan 02, 2024

BUY
$53.5 - $55.92 $117,860 - $123,191
2,203 Added 59.82%
5,886 $315 Million
Q2 2023

Jan 02, 2024

BUY
$53.85 - $55.4 $198,329 - $204,038
3,683 New
3,683 $204 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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