A detailed history of Crescent Grove Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Crescent Grove Advisors, LLC holds 26,825 shares of JEPI stock, worth $1.6 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
26,825
Previous 25,446 5.42%
Holding current value
$1.6 Million
Previous $1.44 Million 10.68%
% of portfolio
0.17%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$54.98 - $59.51 $75,817 - $82,064
1,379 Added 5.42%
26,825 $1.6 Million
Q2 2024

Jul 22, 2024

SELL
$55.45 - $57.39 $10,313 - $10,674
-186 Reduced 0.73%
25,446 $1.44 Million
Q1 2024

Apr 29, 2024

BUY
$54.75 - $57.86 $18,615 - $19,672
340 Added 1.34%
25,632 $1.48 Million
Q4 2023

Jan 30, 2024

BUY
$51.51 - $55.33 $2,523 - $2,711
49 Added 0.19%
25,292 $1.39 Million
Q3 2023

Oct 25, 2023

BUY
$53.5 - $55.92 $385,521 - $402,959
7,206 Added 39.95%
25,243 $1.35 Million
Q2 2023

Jul 13, 2023

BUY
$53.85 - $55.4 $971,292 - $999,249
18,037 New
18,037 $997,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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