Crewe Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Crewe Advisors LLC

  • $709 Million
  • Q4 2024

A detailed history of Crewe Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Crewe Advisors LLC holds 31,565 shares of JEPI stock, worth $1.86 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
31,565
Previous 29,218 8.03%
Holding current value
$1.86 Million
Previous $1.74 Million 4.43%
% of portfolio
0.26%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$57.53 - $60.83 $135,022 - $142,768
2,347 Added 8.03%
31,565 $1.82 Million
Q3 2024

Nov 12, 2024
SELL
$54.98 - $59.51 $20,122 - $21,780
-366 Reduced 1.24%
29,218 $1.74 Million
Q2 2024

Jul 29, 2024
BUY
$55.45 - $57.39 $368,853 - $381,758
6,652 Added 29.01%
29,584 $1.68 Million
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $232,632 - $245,847
4,249 Added 22.74%
22,932 $1.33 Million
Q4 2023

Feb 09, 2024
SELL
$51.51 - $55.33 $466,423 - $501,013
-9,055 Reduced 32.64%
18,683 $1.03 Million
Q3 2023

Nov 08, 2023
BUY
$53.5 - $55.92 $405,316 - $423,649
7,576 Added 37.58%
27,738 $1.49 Million
Q2 2023

Jul 28, 2023
BUY
$53.85 - $55.4 $598,273 - $615,494
11,110 Added 122.74%
20,162 $1.12 Million
Q1 2023

May 12, 2023
SELL
$52.13 - $55.7 $677 - $724
-13 Reduced 0.14%
9,052 $494,000
Q4 2022

Feb 07, 2023
BUY
$50.88 - $56.78 $186,780 - $208,439
3,671 Added 68.06%
9,065 $493,000
Q3 2022

Nov 14, 2022
BUY
$51.23 - $57.83 $90,779 - $102,474
1,772 Added 48.92%
5,394 $276,000
Q2 2022

Aug 02, 2022
BUY
$52.86 - $62.23 $191,458 - $225,397
3,622 New
3,622 $201,000

Others Institutions Holding JEPI

# of Institutions
1,215
Shares Held
283M
Call Options Held
307K
Put Options Held
344K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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