Bouvel Investment Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Bouvel Investment Partners, LLC

$254 Million
Q4 2024

A detailed history of Bouvel Investment Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bouvel Investment Partners, LLC holds 176,686 shares of JEPI stock, worth $10.3 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

176,686

Previous 178,840 1.2%

Holding current value

$10.3 Million

Previous $10.6 Million 4.49%

% of portfolio

4.0%

Previous 4.36%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	SELL	$57.53 - $60.83 $123,919 - $131,027	-2,154 Reduced 1.2%	176,686 $10.2 Million
Q3 2024 Nov 05, 2024	BUY	$54.98 - $59.51 $15,339 - $16,603	279 Added 0.16%	178,840 $10.6 Million
Q2 2024 Jul 12, 2024	BUY	$55.45 - $57.39 $71,641 - $74,147	1,292 Added 0.73%	178,561 $10.1 Million
Q1 2024 Apr 15, 2024	SELL	$54.75 - $57.86 $363,156 - $383,785	-6,633 Reduced 3.61%	177,269 $10.3 Million
Q4 2023 Jan 11, 2024	SELL	$51.51 - $55.33 $123,881 - $133,068	-2,405 Reduced 1.29%	183,902 $10.1 Million
Q3 2023 Oct 10, 2023	SELL	$53.5 - $55.92 $60,401 - $63,133	-1,129 Reduced 0.6%	186,307 $9.98 Million
Q2 2023 Jul 14, 2023	SELL	$53.85 - $55.4 $159,719 - $164,316	-2,966 Reduced 1.56%	187,436 $10.4 Million
Q1 2023 Apr 11, 2023	BUY	$52.13 - $55.7 $6,724 - $7,185	129 Added 0.07%	190,402 $10.4 Million
Q4 2022 Jan 18, 2023	SELL	$50.88 - $56.78 $1,017 - $1,135	-20 Reduced 0.01%	190,273 $0
Q3 2022 Oct 13, 2022	BUY	$51.23 - $57.83 $9.75 Million - $11 Million	190,293 New	190,293 $9.75 Million

Others Institutions Holding JEPI

# of Institutions

1,324

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bouvel Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bouvel Investment Partners, LLC with notifications on news.

Account

Bouvel Investment Partners, LLC J P Morgan Exchange Traded Fd Transaction History