A detailed history of Diversified Portfolios, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 13,470 shares of JEPI stock, worth $783,954. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,470
Previous 12,270 9.78%
Holding current value
$783,954
Previous $695,000 15.25%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Nov 06, 2024

BUY
$54.98 - $59.51 $65,976 - $71,412
1,200 Added 9.78%
13,470 $801,000
Q2 2024

Jul 22, 2024

BUY
$55.45 - $57.39 $33,270 - $34,434
600 Added 5.14%
12,270 $695,000
Q1 2024

May 07, 2024

BUY
$54.75 - $57.86 $170,765 - $180,465
3,119 Added 36.48%
11,670 $675,000
Q4 2023

Jan 30, 2024

BUY
$51.51 - $55.33 $17,255 - $18,535
335 Added 4.08%
8,551 $470,000
Q3 2023

Nov 02, 2023

BUY
$53.5 - $55.92 $211,592 - $221,163
3,955 Added 92.82%
8,216 $440,000
Q2 2023

Aug 09, 2023

BUY
$53.85 - $55.4 $229,454 - $236,059
4,261 New
4,261 $235,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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