A detailed history of Fiduciary Alliance LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fiduciary Alliance LLC holds 3,529 shares of JEPI stock, worth $198,965. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,529
Holding current value
$198,965
% of portfolio
0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$54.75 - $57.86 $193,212 - $204,187
3,529 New
3,529 $202 Million
Q2 2023

Jul 18, 2023

BUY
$53.85 - $55.4 $117,554 - $120,938
2,183 New
2,183 $121 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Fiduciary Alliance LLC Portfolio

Follow Fiduciary Alliance 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 Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.