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 25,428 shares of JEPI stock, worth $1.52 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
25,428
Previous 31,914 20.32%
Holding current value
$1.52 Million
Previous $1.81 Million 16.36%
% of portfolio
0.16%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$54.98 - $59.51 $356,600 - $385,981
-6,486 Reduced 20.32%
25,428 $1.51 Million
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

About J P MORGAN EXCHANGE-TRADED FD


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

Track First Heartland Consultants, Inc. Portfolio

Follow First Heartland Consultants, Inc. 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 First Heartland Consultants, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Heartland Consultants, Inc. with notifications on news.