Clarus Wealth Advisors J P Morgan Exchange Traded Fd Transaction History

Clarus Wealth Advisors

  • $196 Million
  • Q3 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 4,537 shares of JEPI stock, worth $272,945. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,537
Previous 4,608 1.54%
Holding current value
$272,945
Previous $261,000 3.07%
% of portfolio
0.14%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$54.98 - $59.51 $3,903 - $4,225
-71 Reduced 1.54%
4,537 $269,000
Q2 2024

Jul 11, 2024
BUY
$55.45 - $57.39 $4,325 - $4,476
78 Added 1.72%
4,608 $261,000
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
1,166
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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