A detailed history of Betterment LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Betterment LLC holds 5,203 shares of JEPI stock, worth $304,219. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,203
Previous 5,119 1.64%
Holding current value
$304,219
Previous $296,000 0.34%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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