Goldstone Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 68,388 shares of JEPI stock, worth $4.03 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

68,388

Previous 64,050 6.77%

Holding current value

$4.03 Million

Previous $3.81 Billion 3.22%

% of portfolio

0.62%

Previous 0.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$57.53 - $60.83 $249,565 - $263,880	4,338 Added 6.77%	68,388 $3.93 Billion
Q3 2024 Oct 28, 2024	BUY	$54.98 - $59.51 $3.52 Million - $3.81 Million	64,050 New	64,050 $3.81 Billion
Q2 2024 Jan 15, 2025	SELL	$55.45 - $57.39 $521,729 - $539,982	-9,409 Reduced 13.76%	58,979 $3.34 Billion
Q1 2024 Jan 15, 2025	SELL	$54.75 - $57.86 $34,985 - $36,972	-639 Reduced 1.32%	47,880 $2.77 Billion
Q4 2023 Jan 15, 2025	SELL	$51.51 - $55.33 $214,230 - $230,117	-4,159 Reduced 7.9%	48,519 $2.67 Billion
Q3 2023 Jan 15, 2025	BUY	$53.5 - $55.92 $635,045 - $663,770	11,870 Added 29.09%	52,678 $2.82 Billion
Q2 2023 Jan 15, 2025	BUY	$53.85 - $55.4 $728,105 - $749,063	13,521 Added 49.55%	40,808 $2.26 Billion
Q1 2023 Jan 15, 2025	SELL	$52.13 - $55.7 $2.14 Million - $2.29 Million	-41,101 Reduced 60.1%	27,287 $1.49 Billion

Others Institutions Holding JEPI

# of Institutions

1,215

Shares Held

283M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Goldstone Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History