Diversify Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History

Diversify Advisory Services, LLC

  • $1.86 Trillion
  • Q3 2024

A detailed history of Diversify Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 22,653 shares of JEPI stock, worth $1.35 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
22,653
Previous 20,903 8.37%
Holding current value
$1.35 Million
Previous $1.17 Billion 15.07%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 24, 2024
BUY
$54.98 - $59.51 $96,215 - $104,142
1,750 Added 8.37%
22,653 $1.35 Billion
Q2 2024

Jul 12, 2024
SELL
$55.45 - $57.39 $162,856 - $168,554
-2,937 Reduced 12.32%
20,903 $1.17 Billion
Q1 2024

Apr 30, 2024
BUY
$54.75 - $57.86 $1.31 Million - $1.38 Million
23,840 New
23,840 $1.37 Billion

Others Institutions Holding JEPI

# of Institutions
1,166
Shares Held
279M
Call Options Held
307K
Put Options Held
341K
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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