Fortis Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Fortis Advisors, LLC

  • $130 Million
  • Q3 2024

A detailed history of Fortis Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fortis Advisors, LLC holds 9,858 shares of JEPI stock, worth $582,706. This represents 0.45% of its overall portfolio holdings.

Number of Shares
9,858
Previous 6,601 49.34%
Holding current value
$582,706
Previous $374,000 56.68%
% of portfolio
0.45%
Previous 0.29%

Shares

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

Nov 07, 2024
BUY
$54.98 - $59.51 $179,069 - $193,824
3,257 Added 49.34%
9,858 $586,000
Q2 2024

Dec 05, 2024
SELL
$55.45 - $57.39 $180,600 - $186,919
-3,257 Reduced 33.04%
6,601 $374,000
Q2 2024

Aug 08, 2024
BUY
$55.45 - $57.39 $202,447 - $209,530
3,651 Added 123.76%
6,601 $374,000
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $161,512 - $170,687
2,950 New
2,950 $170,000

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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