A detailed history of Advisor Resource Council transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Advisor Resource Council holds 12,260 shares of JEPI stock, worth $694,896. This represents 0.21% of its overall portfolio holdings.

Number of Shares
12,260
Holding current value
$694,896
% of portfolio
0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$54.75 - $57.86 $671,235 - $709,363
12,260 New
12,260 $709,000
Q3 2023

Oct 24, 2023

BUY
$53.5 - $55.92 $3,959 - $4,138
74 Added 0.76%
9,860 $528,000
Q2 2023

Jul 13, 2023

SELL
$53.85 - $55.4 $161,280 - $165,923
-2,995 Reduced 23.43%
9,786 $541,000
Q1 2023

Apr 25, 2023

BUY
$52.13 - $55.7 $666,273 - $711,901
12,781 New
12,781 $697,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Advisor Resource Council Portfolio

Follow Advisor Resource Council and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Resource Council, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Resource Council with notifications on news.