Bellevue Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History

Bellevue Asset Management, LLC

  • $180 Million
  • Q2 2024

A detailed history of Bellevue Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 52,419 shares of JEPI stock, worth $3.08 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
52,419
Previous 51,820 1.16%
Holding current value
$3.08 Million
Previous $3 Million 0.9%
% of portfolio
1.65%
Previous 1.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$55.45 - $57.39 $33,214 - $34,376
599 Added 1.16%
52,419 $2.97 Million
Q1 2024

Apr 26, 2024
BUY
$54.75 - $57.86 $295,431 - $312,212
5,396 Added 11.62%
51,820 $3 Million
Q4 2023

Feb 06, 2024
BUY
$51.51 - $55.33 $2.34 Million - $2.51 Million
45,424 Added 4542.4%
46,424 $2.55 Million
Q4 2022

Jan 23, 2023
BUY
$50.88 - $56.78 $50,880 - $56,780
1,000 New
1,000 $0

Others Institutions Holding JEPI

# of Institutions
1,131
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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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