Berger Financial Group, Inc J P Morgan Exchange Traded Fd Transaction History

Berger Financial Group, Inc

  • $1.04 Billion
  • Q1 2024

A detailed history of Berger Financial Group, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Berger Financial Group, Inc holds 7,158 shares of JEPI stock, worth $403,568. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,158
Previous 7,156 0.03%
Holding current value
$403,568
Previous $393,000 5.34%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$54.75 - $57.86 $109 - $115
2 Added 0.03%
7,158 $414,000
Q4 2023

Feb 07, 2024
BUY
$51.51 - $55.33 $142,579 - $153,153
2,768 Added 63.08%
7,156 $393,000
Q3 2023

Nov 03, 2023
BUY
$53.5 - $55.92 $234,758 - $245,376
4,388 New
4,388 $235,000

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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