Avantax Advisory Services, Inc. J P Morgan Exchange Traded Fd Transaction History

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 1,192,929 shares of JEPI stock, worth $66.7 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
1,192,929
Previous 983,014 21.35%
Holding current value
$66.7 Million
Previous $56.6 Million 20.53%
% of portfolio
0.43%
Previous 0.36%

Shares

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

May 06, 2025
BUY
$56.17 - $59.71 $11.8 Million - $12.5 Million
209,915 Added 21.35%
1,192,929 $68.2 Million
Q4 2024

Feb 07, 2025
BUY
$57.53 - $60.83 $6.94 Million - $7.34 Million
120,707 Added 14.0%
983,014 $56.6 Million
Q3 2024

Nov 13, 2024
BUY
$54.98 - $59.51 $3.07 Million - $3.33 Million
55,893 Added 6.93%
862,307 $51.3 Million
Q2 2024

Aug 09, 2024
BUY
$55.45 - $57.39 $1.5 Million - $1.55 Million
26,972 Added 3.46%
806,414 $45.7 Million
Q1 2024

May 08, 2024
BUY
$54.75 - $57.86 $5.32 Million - $5.62 Million
97,078 Added 14.23%
779,442 $45.1 Million
Q4 2023

Feb 07, 2024
BUY
$51.51 - $55.33 $6.15 Million - $6.6 Million
119,300 Added 21.19%
682,364 $37.5 Million
Q3 2023

Nov 07, 2023
BUY
$53.5 - $55.92 $21 Million - $22 Million
393,245 Added 231.57%
563,064 $30.2 Million
Q2 2023

Aug 11, 2023
BUY
$53.85 - $55.4 $1.25 Million - $1.29 Million
23,283 Added 15.89%
169,819 $9.4 Million
Q1 2023

Apr 28, 2023
BUY
$52.13 - $55.7 $1.54 Million - $1.64 Million
29,469 Added 25.17%
146,536 $8 Million
Q4 2022

Feb 13, 2023
BUY
$50.88 - $56.78 $2.1 Million - $2.35 Million
41,346 Added 54.6%
117,067 $6.38 Million
Q3 2022

Nov 01, 2022
BUY
$51.23 - $57.83 $1.64 Million - $1.85 Million
32,060 Added 73.43%
75,721 $3.88 Million
Q2 2022

Aug 02, 2022
BUY
$52.86 - $62.23 $1.41 Million - $1.66 Million
26,668 Added 156.94%
43,661 $2.42 Million
Q1 2022

Apr 27, 2022
BUY
$58.11 - $63.04 $416,823 - $452,185
7,173 Added 73.04%
16,993 $1.04 Million
Q4 2021

Jan 24, 2022
BUY
$59.34 - $63.61 $358,413 - $384,204
6,040 Added 159.79%
9,820 $621,000
Q3 2021

Oct 21, 2021
BUY
$59.61 - $62.63 $225,325 - $236,741
3,780 New
3,780 $226,000

Others Institutions Holding JEPI

# of Institutions
1,366
Shares Held
333M
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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