Clearstead Trust, LLC J P Morgan Exchange Traded Fd Transaction History

Clearstead Trust, LLC

  • $372 Million
  • Q3 2024

A detailed history of Clearstead Trust, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Clearstead Trust, LLC holds 9,042 shares of JEPI stock, worth $548,758. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,042
Previous 9,042 -0.0%
Holding current value
$548,758
Previous $512,000 5.08%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$51.51 - $55.33 $34,099 - $36,628
662 Added 7.9%
9,042 $497,000
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $162,105 - $169,437
3,030 Added 56.64%
8,380 $448,000
Q2 2023

Aug 08, 2023
BUY
$53.85 - $55.4 $288,097 - $296,390
5,350 New
5,350 $296,000

Others Institutions Holding JEPI

# of Institutions
1,168
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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