A detailed history of Edgemoor Investment Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 118,988 shares of JEPI stock, worth $6.93 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
118,988
Previous 108,519 9.65%
Holding current value
$6.93 Million
Previous $6.15 Million 15.12%
% of portfolio
0.62%
Previous 0.58%

Shares

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

Nov 12, 2024

BUY
$54.98 - $59.51 $575,585 - $623,010
10,469 Added 9.65%
118,988 $7.08 Million
Q2 2024

Aug 07, 2024

BUY
$55.45 - $57.39 $963,665 - $997,380
17,379 Added 19.07%
108,519 $6.15 Million
Q1 2024

May 09, 2024

BUY
$54.75 - $57.86 $1.63 Million - $1.72 Million
29,729 Added 48.41%
91,140 $5.27 Million
Q4 2023

Feb 07, 2024

BUY
$51.51 - $55.33 $208,306 - $223,754
4,044 Added 7.05%
61,411 $3.38 Million
Q3 2023

Nov 09, 2023

BUY
$53.5 - $55.92 $452,984 - $473,474
8,467 Added 17.31%
57,367 $3.07 Million
Q2 2023

Aug 09, 2023

BUY
$53.85 - $55.4 $50,565 - $52,020
939 Added 1.96%
48,900 $2.71 Million
Q1 2023

May 09, 2023

BUY
$52.13 - $55.7 $216,600 - $231,433
4,155 Added 9.49%
47,961 $2.62 Million
Q4 2022

Feb 07, 2023

BUY
$50.88 - $56.78 $2,340 - $2,611
46 Added 0.11%
43,806 $2.39 Million
Q3 2022

Nov 08, 2022

BUY
$51.23 - $57.83 $428,282 - $483,458
8,360 Added 23.62%
43,760 $2.24 Million
Q2 2022

Aug 04, 2022

BUY
$52.86 - $62.23 $1.87 Million - $2.2 Million
35,400 New
35,400 $1.96 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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