A detailed history of Cra Financial Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cra Financial Services, LLC holds 5,472 shares of JEPI stock, worth $321,917. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,472
Previous 4,062 34.71%
Holding current value
$321,917
Previous $235,000 31.91%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Jul 11, 2024

BUY
$55.45 - $57.39 $78,184 - $80,919
1,410 Added 34.71%
5,472 $310,000
Q1 2024

Apr 17, 2024

SELL
$54.75 - $57.86 $16,972 - $17,936
-310 Reduced 7.09%
4,062 $235,000
Q4 2023

Jan 31, 2024

SELL
$51.51 - $55.33 $15,453 - $16,599
-300 Reduced 6.42%
4,372 $240,000
Q3 2023

Oct 13, 2023

BUY
$53.5 - $55.92 $38,948 - $40,709
728 Added 18.46%
4,672 $250,000
Q2 2023

Jul 11, 2023

BUY
$53.85 - $55.4 $212,384 - $218,497
3,944 New
3,944 $218,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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