Concord Asset Management, Llc/Va J P Morgan Exchange Traded Fd Transaction History

Concord Asset Management, Llc/Va

  • $443 Billion
  • Q3 2024

A detailed history of Concord Asset Management, Llc/Va transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 3,542 shares of JEPI stock, worth $213,086. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,542
Previous 3,530 0.34%
Holding current value
$213,086
Previous $200 Million 5.35%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 06, 2024
BUY
$54.98 - $59.51 $659 - $714
12 Added 0.34%
3,542 $211 Million
Q2 2024

Nov 06, 2024
BUY
$55.45 - $57.39 $195,738 - $202,586
3,530 New
3,530 $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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