Financial Partners Group, Inc J P Morgan Exchange Traded Fd Transaction History

Financial Partners Group, Inc

$621 Million
Q1 2024

A detailed history of Financial Partners Group, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Partners Group, Inc holds 516,635 shares of JEPI stock, worth $29 Million. This represents 4.81% of its overall portfolio holdings.

Number of Shares

516,635

Previous 546,723 5.5%

Holding current value

$29 Million

Previous $30.1 Million 0.55%

% of portfolio

4.81%

Previous 5.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$54.75 - $57.86 $1.65 Million - $1.74 Million	-30,088 Reduced 5.5%	516,635 $29.9 Million
Q4 2023 Feb 09, 2024	BUY	$51.51 - $55.33 $332,497 - $357,155	6,455 Added 1.19%	546,723 $30.1 Million
Q3 2023 Nov 13, 2023	BUY	$53.5 - $55.92 $1.12 Million - $1.17 Million	20,979 Added 4.04%	540,268 $28.9 Million
Q2 2023 Aug 08, 2023	BUY	$53.85 - $55.4 $1.74 Million - $1.79 Million	32,346 Added 6.64%	519,289 $28.7 Million
Q1 2023 May 12, 2023	BUY	$52.13 - $55.7 $636,611 - $680,208	12,212 Added 2.57%	486,943 $26.6 Million

Q4 2022 Feb 14, 2023	BUY	$53.56 - $56.78 $10.1 Million - $10.7 Million	187,811 Added 65.46%	474,731 $25.9 Million
Q3 2022 Nov 14, 2022	BUY	N/A	286,920 New	286,920 $14.7 Million

Others Institutions Holding JEPI

# of Institutions

1,088

Shares Held

272M

Call Options Held

311K

Put Options Held

428K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Financial Partners Group, Inc with notifications on news.

Account

Financial Partners Group, Inc J P Morgan Exchange Traded Fd Transaction History