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

Berger Financial Group, Inc

$1.18 Billion
Q3 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 7,597 shares of JEPI stock, worth $442,145. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,597

Previous 7,763 2.14%

Holding current value

$442,145

Previous $440,000 2.73%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$54.98 - $59.51 $9,126 - $9,878	-166 Reduced 2.14%	7,597 $452,000
Q2 2024 Aug 14, 2024	BUY	$55.45 - $57.39 $33,547 - $34,720	605 Added 8.45%	7,763 $440,000
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

1,170

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

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