A detailed history of First National Advisers, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, First National Advisers, LLC holds 206,441 shares of JEPI stock, worth $12 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
206,441
Previous 188,602 9.46%
Holding current value
$12 Million
Previous $10.7 Million 14.93%
% of portfolio
1.98%
Previous 1.97%

Shares

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

Oct 15, 2024

BUY
$54.98 - $59.51 $980,788 - $1.06 Million
17,839 Added 9.46%
206,441 $12.3 Million
Q2 2024

Aug 13, 2024

BUY
$55.45 - $57.39 $10.5 Million - $10.8 Million
188,602 New
188,602 $10.7 Million
Q4 2023

Feb 08, 2024

SELL
$51.51 - $55.33 $212,993 - $228,789
-4,135 Reduced 2.64%
152,329 $8.38 Million
Q3 2023

Nov 09, 2023

BUY
$53.5 - $55.92 $8.37 Million - $8.75 Million
156,464 New
156,464 $8.38 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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