Blue Chip Partners, Inc. J P Morgan Exchange Traded Fd Transaction History

Blue Chip Partners, Inc.

$1.13 Billion
Q4 2024

A detailed history of Blue Chip Partners, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Blue Chip Partners, Inc. holds 16,565 shares of JEPI stock, worth $943,542. This represents 0.08% of its overall portfolio holdings.

Number of Shares

16,565

Previous 16,739 1.04%

Holding current value

$943,542

Previous $996,000 4.42%

% of portfolio

0.08%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$57.53 - $60.83 $10,010 - $10,584	-174 Reduced 1.04%	16,565 $952,000
Q3 2024 Nov 04, 2024	SELL	$54.98 - $59.51 $10,226 - $11,068	-186 Reduced 1.1%	16,739 $996,000
Q2 2024 Jul 29, 2024	BUY	$55.45 - $57.39 $125,427 - $129,816	2,262 Added 15.43%	16,925 $959,000
Q1 2024 Apr 25, 2024	SELL	$54.75 - $57.86 $45,661 - $48,255	-834 Reduced 5.38%	14,663 $848,000
Q4 2023 Feb 05, 2024	BUY	$51.51 - $55.33 $268,573 - $288,490	5,214 Added 50.71%	15,497 $852,000
Q3 2023 Oct 30, 2023	BUY	$53.5 - $55.92 $209,131 - $218,591	3,909 Added 61.33%	10,283 $550,000
Q2 2023 Aug 02, 2023	BUY	$53.85 - $55.4 $126,332 - $129,968	2,346 Added 58.24%	6,374 $352,000
Q1 2023 May 01, 2023	BUY	$52.13 - $55.7 $25,908 - $27,682	497 Added 14.08%	4,028 $219,000
Q4 2021 Feb 08, 2022	BUY	$59.34 - $63.61 $209,529 - $224,606	3,531 New	3,531 $223,000

Others Institutions Holding JEPI

# of Institutions

1,328

Shares Held

305M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Blue Chip Partners, Inc. J P Morgan Exchange Traded Fd Transaction History