A detailed history of Envestnet Portfolio Solutions, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 168,705 shares of JEPI stock, worth $10.1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
168,705
Previous 144,444 16.8%
Holding current value
$10.1 Million
Previous $8.19 Million 22.62%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 31, 2024

BUY
$54.98 - $59.51 $1.33 Million - $1.44 Million
24,261 Added 16.8%
168,705 $10 Million
Q2 2024

Jul 16, 2024

BUY
$55.45 - $57.39 $1.25 Million - $1.29 Million
22,533 Added 18.48%
144,444 $8.19 Million
Q1 2024

May 06, 2024

SELL
$54.75 - $57.86 $1.19 Million - $1.25 Million
-21,688 Reduced 15.1%
121,911 $7.05 Million
Q4 2023

Feb 07, 2024

BUY
$51.51 - $55.33 $1.13 Million - $1.21 Million
21,883 Added 17.98%
143,599 $7.9 Million
Q3 2023

Nov 13, 2023

BUY
$53.5 - $55.92 $6.51 Million - $6.81 Million
121,716 New
121,716 $6.52 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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