First Heartland Consultants, Inc. J P Morgan Exchange Traded Fd Transaction History

First Heartland Consultants, Inc.

  • $1.43 Billion
  • Q2 2024

A detailed history of First Heartland Consultants, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 31,914 shares of JEPI stock, worth $1.88 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
31,914
Previous 33,098 3.58%
Holding current value
$1.88 Million
Previous $1.92 Million 5.54%
% of portfolio
0.13%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$55.45 - $57.39 $65,652 - $67,949
-1,184 Reduced 3.58%
31,914 $1.81 Million
Q1 2024

May 07, 2024
BUY
$54.75 - $57.86 $251,083 - $265,345
4,586 Added 16.08%
33,098 $1.92 Million
Q4 2023

Feb 08, 2024
SELL
$51.51 - $55.33 $2.3 Million - $2.47 Million
-44,559 Reduced 60.98%
28,512 $2.12 Million
Q3 2023

Nov 09, 2023
SELL
$53.5 - $55.92 $651,630 - $681,105
-12,180 Reduced 14.29%
73,071 $3.91 Million
Q2 2023

Jul 26, 2023
BUY
$53.85 - $55.4 $40,495 - $41,660
752 Added 0.89%
85,251 $4.72 Million
Q1 2023

Apr 17, 2023
BUY
$52.13 - $55.7 $657,150 - $702,154
12,606 Added 17.53%
84,499 $4.61 Million
Q4 2022

Jan 13, 2023
BUY
$50.88 - $56.78 $2.46 Million - $2.75 Million
48,428 Added 206.38%
71,893 $0
Q3 2022

Oct 20, 2022
BUY
$51.23 - $57.83 $819,577 - $925,164
15,998 Added 214.25%
23,465 $1.2 Million
Q2 2022

Jul 12, 2022
BUY
$52.86 - $62.23 $119,780 - $141,013
2,266 Added 43.57%
7,467 $414,000
Q1 2022

Apr 21, 2022
BUY
$58.11 - $63.04 $302,230 - $327,871
5,201 New
5,201 $319,000

Others Institutions Holding JEPI

# of Institutions
1,131
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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