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

Cardiff Park Advisors, LLC

$1.45 Billion
Q3 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 16,664 shares of JEPI stock, worth $969,844. This represents 0.07% of its overall portfolio holdings.

Number of Shares

16,664

Previous 16,516 0.9%

Holding current value

$969,844

Previous $936,000 5.88%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$54.98 - $59.51 $8,137 - $8,807	148 Added 0.9%	16,664 $991,000
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

1,170

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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