Costello Asset Management, Inc J P Morgan Exchange Traded Fd Transaction History

Costello Asset Management, Inc

  • $244 Million
  • Q1 2025

A detailed history of Costello Asset Management, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Costello Asset Management, Inc holds 1,669 shares of JEPI stock, worth $93,614. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,669
Previous 1,655 0.85%
Holding current value
$93,614
Previous $95,000 -0.0%
% of portfolio
0.04%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$56.17 - $59.71 $786 - $835
14 Added 0.85%
1,669 $95,000
Q4 2024

Jan 24, 2025
SELL
$57.53 - $60.83 $202,908 - $214,547
-3,527 Reduced 68.06%
1,655 $95,000
Q3 2024

Nov 01, 2024
BUY
$54.98 - $59.51 $284,906 - $308,380
5,182 New
5,182 $308,000

Others Institutions Holding JEPI

# of Institutions
1,369
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Costello Asset Management, Inc Portfolio

Follow Costello Asset Management, Inc 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 Costello Asset Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Costello Asset Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email