Secured Retirement Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Secured Retirement Advisors, LLC

  • $139 Billion
  • Q3 2024

A detailed history of Secured Retirement Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Secured Retirement Advisors, LLC holds 17,327 shares of JEPI stock, worth $1.02 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
17,327
Previous 15,931 8.76%
Holding current value
$1.02 Million
Previous $903 Million 14.2%
% of portfolio
0.74%
Previous 0.7%

Shares

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

Oct 29, 2024
BUY
$54.98 - $59.51 $76,752 - $83,075
1,396 Added 8.76%
17,327 $1.03 Billion
Q2 2024

Aug 09, 2024
BUY
$55.45 - $57.39 $50,071 - $51,823
903 Added 6.01%
15,931 $903 Million
Q1 2024

May 10, 2024
BUY
$54.75 - $57.86 $53,217 - $56,239
972 Added 6.92%
15,028 $870 Million
Q4 2023

Feb 16, 2024
BUY
$51.51 - $55.33 $724,024 - $777,718
14,056 New
14,056 $773 Million

Others Institutions Holding JEPI

# of Institutions
1,170
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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