Coastal Investment Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 4,532 shares of JEPI stock, worth $267,252. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,532

Previous 3,057 48.25%

Holding current value

$267,252

Previous $181,000 43.65%

% of portfolio

0.11%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$57.53 - $60.83 $84,856 - $89,724	1,475 Added 48.25%	4,532 $260,000
Q3 2024 Oct 29, 2024	SELL	$54.98 - $59.51 $676,473 - $732,211	-12,304 Reduced 80.1%	3,057 $181,000
Q2 2024 Jul 15, 2024	SELL	$55.45 - $57.39 $447,037 - $462,678	-8,062 Reduced 34.42%	15,361 $870,000
Q1 2024 Apr 19, 2024	SELL	$54.75 - $57.86 $332,113 - $350,978	-6,066 Reduced 20.57%	23,423 $1.36 Million
Q4 2023 Jan 19, 2024	SELL	$51.51 - $55.33 $1.81 Million - $1.94 Million	-35,093 Reduced 54.34%	29,489 $1.62 Million
Q3 2023 Oct 20, 2023	SELL	$53.5 - $55.92 $79,608 - $83,208	-1,488 Reduced 2.25%	64,582 $3.46 Million
Q2 2023 Aug 09, 2023	SELL	$53.85 - $55.4 $121,108 - $124,594	-2,249 Reduced 3.29%	66,070 $3.66 Million
Q1 2023 May 05, 2023	BUY	$52.13 - $55.7 $164,365 - $175,622	3,153 Added 4.84%	68,319 $3.73 Million
Q4 2022 Feb 10, 2023	BUY	$50.88 - $56.78 $101,810 - $113,616	2,001 Added 3.17%	65,166 $3.55 Million
Q3 2022 Oct 27, 2022	BUY	$51.23 - $57.83 $120,595 - $136,131	2,354 Added 3.87%	63,165 $3.24 Million
Q2 2022 Aug 09, 2022	BUY	$52.86 - $62.23 $577,019 - $679,302	10,916 Added 21.88%	60,811 $3.38 Million
Q1 2022 Apr 13, 2022	BUY	$58.11 - $63.04 $1.62 Million - $1.75 Million	27,824 Added 126.07%	49,895 $3.06 Million
Q4 2021 Jan 18, 2022	BUY	$59.34 - $63.61 $302,337 - $324,092	5,095 Added 30.01%	22,071 $1.4 Million
Q3 2021 Oct 18, 2021	BUY	$59.61 - $62.63 $703,219 - $738,846	11,797 Added 227.79%	16,976 $1.01 Million
Q2 2021 Jul 15, 2021	BUY	$57.89 - $60.58 $299,812 - $313,743	5,179 New	5,179 $314,000

Others Institutions Holding JEPI

# of Institutions

1,221

Shares Held

284M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Coastal Investment Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History