Lane & Associates LLC J P Morgan Exchange Traded Fd Transaction History

Lane & Associates LLC

  • $184 Million
  • Q1 2025

A detailed history of Lane & Associates LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lane & Associates LLC holds 6,369 shares of JEPI stock, worth $361,377. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,369
Previous 6,156 3.46%
Holding current value
$361,377
Previous $354,000 2.54%
% of portfolio
0.2%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$56.17 - $59.71 $11,964 - $12,718
213 Added 3.46%
6,369 $363,000
Q4 2024

Feb 03, 2025
BUY
$57.53 - $60.83 $116,613 - $123,302
2,027 Added 49.09%
6,156 $354,000
Q3 2024

Nov 12, 2024
BUY
$54.98 - $59.51 $227,012 - $245,716
4,129 New
4,129 $246 Million

Others Institutions Holding JEPI

# of Institutions
1,434
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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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