A detailed history of Financial Architects, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Architects, Inc holds 354,120 shares of JEPI stock, worth $20.6 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares
354,120
Previous 331,564 6.8%
Holding current value
$20.6 Million
Previous $18.1 Million 8.23%
% of portfolio
2.98%
Previous 2.93%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$53.85 - $55.4 $1.21 Million - $1.25 Million
22,556 Added 6.8%
354,120 $19.6 Million
Q1 2023

May 12, 2023

BUY
$52.13 - $55.7 $436,588 - $466,487
8,375 Added 2.59%
331,564 $18.1 Million
Q4 2022

Feb 06, 2023

BUY
$50.88 - $56.78 $2.49 Million - $2.78 Million
49,021 Added 17.88%
323,189 $17.6 Million
Q3 2022

Nov 14, 2022

BUY
$51.23 - $57.83 $14 Million - $15.9 Million
274,168 New
274,168 $14 Million
Q2 2022

Aug 11, 2022

SELL
$52.86 - $62.23 $6.18 Million - $7.28 Million
-116,950 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$58.11 - $63.04 $1.84 Million - $1.99 Million
31,612 Added 37.04%
116,950 $7.18 Million
Q4 2021

Feb 14, 2022

BUY
$59.34 - $63.61 $685,495 - $734,822
11,552 Added 15.66%
85,338 $5.39 Million
Q3 2021

Nov 12, 2021

BUY
$59.61 - $62.63 $2.65 Million - $2.79 Million
44,537 Added 152.27%
73,786 $4.4 Million
Q2 2021

Aug 10, 2021

BUY
$57.89 - $60.58 $1.69 Million - $1.77 Million
29,249 New
29,249 $1.77 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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