Crewe Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Crewe Advisors LLC

$888 Million
Q2 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 29,584 shares of JEPI stock, worth $1.73 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

29,584

Previous 22,932 29.01%

Holding current value

$1.73 Million

Previous $1.33 Million 26.4%

% of portfolio

0.19%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,139

Shares Held

271M

Call Options Held

283K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Crewe Advisors LLC J P Morgan Exchange Traded Fd Transaction History