Appleton Partners Inc J P Morgan Exchange Traded Fd Transaction History

Appleton Partners Inc

  • $1.29 Billion
  • Q1 2025

A detailed history of Appleton Partners Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Appleton Partners Inc holds 260,028 shares of JEPI stock, worth $14.6 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
260,028
Previous 252,120 3.14%
Holding current value
$14.6 Million
Previous $14.5 Million 2.44%
% of portfolio
1.15%
Previous 1.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$56.17 - $59.71 $444,192 - $472,186
7,908 Added 3.14%
260,028 $14.9 Million
Q4 2024

Jan 28, 2025
BUY
$57.53 - $60.83 $675,919 - $714,691
11,749 Added 4.89%
252,120 $14.5 Million
Q3 2024

Oct 01, 2024
BUY
$54.98 - $59.51 $305,908 - $331,113
5,564 Added 2.37%
240,371 $14.3 Million
Q2 2024

Jul 02, 2024
BUY
$55.45 - $57.39 $238,767 - $247,121
4,306 Added 1.87%
234,807 $13.3 Million
Q1 2024

Apr 01, 2024
BUY
$54.75 - $57.86 $911,532 - $963,311
16,649 Added 7.79%
230,501 $13.3 Million
Q4 2023

Jan 02, 2024
BUY
$51.51 - $55.33 $1.01 Million - $1.09 Million
19,622 Added 10.1%
213,852 $11.8 Million
Q3 2023

Oct 03, 2023
BUY
$53.5 - $55.92 $1.37 Million - $1.43 Million
25,540 Added 15.14%
194,230 $10.4 Million
Q2 2023

Jul 10, 2023
BUY
$53.85 - $55.4 $5.76 Million - $5.93 Million
106,960 Added 173.27%
168,690 $9.33 Million
Q1 2023

Apr 10, 2023
BUY
$52.13 - $55.7 $407,500 - $435,406
7,817 Added 14.5%
61,730 $3.37 Million
Q4 2022

Jan 19, 2023
BUY
$50.88 - $56.78 $1.5 Million - $1.68 Million
29,505 Added 120.88%
53,913 $2.94 Million
Q3 2022

Oct 27, 2022
BUY
$51.23 - $57.83 $857,846 - $968,363
16,745 Added 218.52%
24,408 $1.25 Million
Q2 2022

Jul 08, 2022
BUY
$52.86 - $62.23 $405,066 - $476,868
7,663 New
7,663 $425,000

Others Institutions Holding JEPI

# of Institutions
1,369
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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