Ethos Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History

Ethos Financial Group, LLC

  • $528 Million
  • Q3 2024

A detailed history of Ethos Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ethos Financial Group, LLC holds 5,071 shares of JEPI stock, worth $305,071. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,071
Previous 4,981 1.81%
Holding current value
$305,071
Previous $282,000 6.74%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 07, 2024
BUY
$54.98 - $59.51 $4,948 - $5,355
90 Added 1.81%
5,071 $301,000
Q2 2024

Aug 12, 2024
BUY
$55.45 - $57.39 $9,481 - $9,813
171 Added 3.56%
4,981 $282,000
Q1 2024

May 08, 2024
BUY
$54.75 - $57.86 $263,347 - $278,306
4,810 New
4,810 $278,000

Others Institutions Holding JEPI

# of Institutions
1,168
Shares Held
280M
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
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email