Betterment LLC J P Morgan Exchange Traded Fd Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

A detailed history of Betterment LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Betterment LLC holds 6,979 shares of JEPI stock, worth $406,177. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,979

Previous 5,203 34.13%

Holding current value

$406,177

Previous $295,000 40.68%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$54.98 - $59.51 $97,644 - $105,689	1,776 Added 34.13%	6,979 $415,000
Q2 2024 Aug 14, 2024	BUY	$55.45 - $57.39 $4,657 - $4,820	84 Added 1.64%	5,203 $295,000
Q1 2024 May 10, 2024	BUY	$54.75 - $57.86 $34,985 - $36,972	639 Added 14.26%	5,119 $296,000
Q4 2023 Feb 09, 2024	SELL	$51.51 - $55.33 $150,460 - $161,618	-2,921 Reduced 39.47%	4,480 $246,000
Q3 2023 Nov 09, 2023	BUY	$53.5 - $55.92 $24,877 - $26,002	465 Added 6.7%	7,401 $396,000
Q2 2023 Aug 07, 2023	BUY	$53.85 - $55.4 $373,503 - $384,254	6,936 New	6,936 $384,000

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
Sector ETFs
Industry ETFs

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