A detailed history of Coordinated Financial Services, Inc./Co transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 24,010 shares of JEPI stock, worth $1.4 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
24,010
Previous 20,231 18.68%
Holding current value
$1.4 Million
Previous $1.17 Billion 16.26%
% of portfolio
1.16%
Previous 1.02%

Shares

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

Jul 22, 2024

BUY
$55.45 - $57.39 $209,545 - $216,876
3,779 Added 18.68%
24,010 $1.36 Billion
Q1 2024

May 10, 2024

BUY
$54.75 - $57.86 $1.11 Million - $1.17 Million
20,231 New
20,231 $1.17 Billion

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Coordinated Financial Services, Inc./Co Portfolio

Follow Coordinated Financial Services, Inc./Co and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coordinated Financial Services, Inc./Co, based on Form 13F filings with the SEC.

News

Stay updated on Coordinated Financial Services, Inc./Co with notifications on news.