Cardiff Park Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Cardiff Park Advisors, LLC

  • $1.33 Billion
  • Q2 2024

A detailed history of Cardiff Park Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 16,516 shares of JEPI stock, worth $971,636. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,516
Previous 16,368 0.9%
Holding current value
$971,636
Previous $947,000 1.16%
% of portfolio
0.07%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $8,206 - $8,493
148 Added 0.9%
16,516 $936,000
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $8,048 - $8,505
147 Added 0.91%
16,368 $947,000
Q4 2023

Feb 14, 2024
BUY
$51.51 - $55.33 $8,344 - $8,963
162 Added 1.01%
16,221 $891,000
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $7,383 - $7,716
138 Added 0.87%
16,059 $860,000
Q2 2023

Aug 14, 2023
BUY
$53.85 - $55.4 $588,095 - $605,023
10,921 Added 218.42%
15,921 $880,000
Q1 2023

May 15, 2023
BUY
$52.13 - $55.7 $260,650 - $278,500
5,000 New
5,000 $273,000

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Cardiff Park Advisors, LLC Portfolio

Follow Cardiff Park Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardiff Park Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardiff Park Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email