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

Bouvel Investment Partners, LLC

$239 Million
Q2 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 178,561 shares of JEPI stock, worth $10.5 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares

178,561

Previous 177,269 0.73%

Holding current value

$10.5 Million

Previous $10.3 Million 1.33%

% of portfolio

4.23%

Previous 4.56%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,131

Shares Held

270M

Call Options Held

283K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

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