Clarus Wealth Advisors J P Morgan Exchange Traded Fd Transaction History

Clarus Wealth Advisors

  • $178 Million
  • Q1 2024

A detailed history of Clarus Wealth Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Clarus Wealth Advisors holds 4,530 shares of JEPI stock, worth $254,767. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,530
Previous 4,569 0.85%
Holding current value
$254,767
Previous $251,000 4.38%
% of portfolio
0.15%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
SELL
$54.75 - $57.86 $2,135 - $2,256
-39 Reduced 0.85%
4,530 $262,000
Q4 2023

Jan 22, 2024
BUY
$51.51 - $55.33 $235,349 - $252,802
4,569 New
4,569 $251,000

Others Institutions Holding JEPI

# of Institutions
1,089
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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