Clear Point Advisors Inc. J P Morgan Exchange Traded Fd Transaction History

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024

A detailed history of Clear Point Advisors Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Clear Point Advisors Inc. holds 4,556 shares of JEPI stock, worth $274,088. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,556
Previous 3,744 21.69%
Holding current value
$274,088
Previous $212 Million 27.77%
% of portfolio
0.21%
Previous 0.17%

Shares

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

Nov 08, 2024
BUY
$54.98 - $59.51 $44,643 - $48,322
812 Added 21.69%
4,556 $271 Million
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $2,162 - $2,238
39 Added 1.05%
3,744 $212 Million
Q1 2024

May 15, 2024
BUY
$54.75 - $57.86 $3,558 - $3,760
65 Added 1.79%
3,705 $214 Million
Q4 2023

May 15, 2024
BUY
$51.51 - $55.33 $187,496 - $201,401
3,640 New
3,640 $200 Million

Others Institutions Holding JEPI

# of Institutions
1,166
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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