A detailed history of Clear Creek Financial Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 48,795 shares of JEPI stock, worth $2.89 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
48,795
Previous 50,724 3.8%
Holding current value
$2.89 Million
Previous $2.93 Million 5.76%
% of portfolio
0.34%
Previous 0.38%

Shares

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

Jul 25, 2024

SELL
$55.45 - $57.39 $106,963 - $110,705
-1,929 Reduced 3.8%
48,795 $2.77 Million
Q1 2024

Apr 26, 2024

BUY
$54.75 - $57.86 $336,055 - $355,144
6,138 Added 13.77%
50,724 $2.93 Million
Q4 2023

Jan 23, 2024

SELL
$51.51 - $55.33 $465,186 - $499,685
-9,031 Reduced 16.84%
44,586 $2.45 Million
Q3 2023

Oct 23, 2023

BUY
$53.5 - $55.92 $10,165 - $10,624
190 Added 0.36%
53,617 $2.87 Million
Q2 2023

Jul 14, 2023

BUY
$53.85 - $55.4 $57,888 - $59,555
1,075 Added 2.05%
53,427 $2.96 Million
Q1 2023

Apr 20, 2023

BUY
$52.13 - $55.7 $840,752 - $898,329
16,128 Added 44.52%
52,352 $2.86 Million
Q4 2022

Jan 23, 2023

BUY
$50.88 - $56.78 $1.84 Million - $2.06 Million
36,224 New
36,224 $0
Q2 2022

Jul 27, 2022

SELL
$52.86 - $62.23 $47,098 - $55,446
-891 Reduced 10.77%
7,384 $409,000
Q1 2022

May 02, 2022

BUY
$58.11 - $63.04 $146,727 - $159,176
2,525 Added 43.91%
8,275 $508,000
Q4 2021

Jan 21, 2022

BUY
$59.34 - $63.61 $64,087 - $68,698
1,080 Added 23.13%
5,750 $363,000
Q3 2021

Oct 14, 2021

BUY
$59.61 - $62.63 $30,997 - $32,567
520 Added 12.53%
4,670 $278,000
Q2 2021

Jul 30, 2021

BUY
$57.89 - $60.58 $240,243 - $251,407
4,150 New
4,150 $251,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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