Financial Perspectives, Inc J P Morgan Exchange Traded Fd Transaction History

Financial Perspectives, Inc

$298 Billion
Q4 2024

A detailed history of Financial Perspectives, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Perspectives, Inc holds 3,718 shares of JEPI stock, worth $216,387. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,718

Previous 3,479 6.87%

Holding current value

$216,387

Previous $207 Million 3.34%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$57.53 - $60.83 $13,749 - $14,538	239 Added 6.87%	3,718 $214 Million
Q3 2024 Oct 17, 2024	BUY	$54.98 - $59.51 $2,144 - $2,320	39 Added 1.13%	3,479 $207 Million
Q2 2024 Aug 09, 2024	BUY	$55.45 - $57.39 $3,105 - $3,213	56 Added 1.65%	3,440 $195 Million
Q1 2024 Apr 19, 2024	BUY	$54.75 - $57.86 $11,607 - $12,266	212 Added 6.68%	3,384 $196 Million
Q4 2023 Feb 01, 2024	BUY	$51.51 - $55.33 $3,296 - $3,541	64 Added 2.06%	3,172 $174 Million
Q3 2023 Jan 09, 2024	BUY	$53.5 - $55.92 $53,072 - $55,472	992 Added 46.88%	3,108 $166 Million
Q2 2023 Jan 09, 2024	BUY	$53.85 - $55.4 $113,946 - $117,226	2,116 New	2,116 $117 Million
Q2 2022 Jan 09, 2024	SELL	$52.86 - $62.23 $172,905 - $203,554	-3,271 Closed	0 $0
Q1 2022 Jan 09, 2024	BUY	$58.11 - $63.04 $190,077 - $206,203	3,271 New	3,271 $201 Million

Others Institutions Holding JEPI

# of Institutions

1,325

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Financial Perspectives, Inc J P Morgan Exchange Traded Fd Transaction History