Aft, Forsyth & Company, Inc. J P Morgan Exchange Traded Fd Transaction History

Aft, Forsyth & Company, Inc.

$182 Million
Q1 2025

A detailed history of Aft, Forsyth & Company, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Aft, Forsyth & Company, Inc. holds 9,115 shares of JEPI stock, worth $511,260. This represents 0.29% of its overall portfolio holdings.

Number of Shares

9,115

Previous 8,593 6.07%

Holding current value

$511,260

Previous $494,000 5.26%

% of portfolio

0.29%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$56.17 - $59.71 $29,320 - $31,168	522 Added 6.07%	9,115 $520,000
Q4 2024 Jan 29, 2025	BUY	$57.53 - $60.83 $42,457 - $44,892	738 Added 9.4%	8,593 $494,000
Q3 2024 Nov 13, 2024	BUY	$54.98 - $59.51 $58,718 - $63,556	1,068 Added 15.74%	7,855 $467,000
Q2 2024 Aug 13, 2024	BUY	$55.45 - $57.39 $92,213 - $95,439	1,663 Added 32.46%	6,787 $384,000
Q1 2024 Apr 30, 2024	BUY	$54.75 - $57.86 $20,093 - $21,234	367 Added 7.71%	5,124 $296,000
Q4 2023 Feb 09, 2024	BUY	$51.51 - $55.33 $11,898 - $12,781	231 Added 5.1%	4,757 $261,000
Q3 2023 Nov 07, 2023	BUY	$53.5 - $55.92 $43,388 - $45,351	811 Added 21.83%	4,526 $242,000
Q2 2023 Aug 14, 2023	BUY	$53.85 - $55.4 $200,052 - $205,811	3,715 New	3,715 $205,000

Others Institutions Holding JEPI

# of Institutions

1,372

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aft, Forsyth & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aft, Forsyth & Company, Inc. with notifications on news.

Account

Aft, Forsyth & Company, Inc. J P Morgan Exchange Traded Fd Transaction History