A detailed history of American Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, American Financial Advisors, LLC holds 10,401 shares of JEPI stock, worth $605,338. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,401
Previous 11,856 12.27%
Holding current value
$605,338
Previous $671,000 7.9%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 25, 2024

SELL
$54.98 - $59.51 $79,995 - $86,587
-1,455 Reduced 12.27%
10,401 $618,000
Q2 2024

Jul 24, 2024

SELL
$55.45 - $57.39 $32,271 - $33,400
-582 Reduced 4.68%
11,856 $671,000
Q1 2024

Apr 22, 2024

BUY
$54.75 - $57.86 $121,490 - $128,391
2,219 Added 21.71%
12,438 $719,000
Q4 2023

Jan 31, 2024

BUY
$51.51 - $55.33 $312,717 - $335,908
6,071 Added 146.36%
10,219 $561,000
Q3 2023

Nov 14, 2023

BUY
$53.5 - $55.92 $221,918 - $231,956
4,148 New
4,148 $222,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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

Track American Financial Advisors, LLC Portfolio

Follow American Financial Advisors, LLC 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 American Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on American Financial Advisors, LLC with notifications on news.