Archford Capital Strategies, LLC J P Morgan Exchange Traded Fd Transaction History

Archford Capital Strategies, LLC

  • $681 Million
  • Q3 2024

A detailed history of Archford Capital Strategies, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Archford Capital Strategies, LLC holds 4,435 shares of JEPI stock, worth $269,115. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,435
Previous 5,144 13.78%
Holding current value
$269,115
Previous $291,000 9.62%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 15, 2024
SELL
$54.98 - $59.51 $38,980 - $42,192
-709 Reduced 13.78%
4,435 $263,000
Q2 2024

Jul 17, 2024
BUY
$55.45 - $57.39 $166 - $172
3 Added 0.06%
5,144 $291,000
Q1 2024

Apr 24, 2024
BUY
$54.75 - $57.86 $281,469 - $297,458
5,141 New
5,141 $297,000
Q2 2023

Aug 02, 2023
BUY
$53.85 - $55.4 $59,827 - $61,549
1,111 Added 2.77%
41,177 $2.28 Million
Q1 2023

Apr 18, 2023
BUY
$52.13 - $55.7 $501,386 - $535,722
9,618 Added 31.59%
40,066 $2.19 Million
Q4 2022

Jan 26, 2023
BUY
$50.88 - $56.78 $1.55 Million - $1.73 Million
30,448 New
30,448 $0

Others Institutions Holding JEPI

# of Institutions
1,168
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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