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

Fortis Advisors, LLC

  • $128 Million
  • Q4 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 10,054 shares of JEPI stock, worth $583,132. This represents 0.45% of its overall portfolio holdings.

Number of Shares
10,054
Previous 9,858 1.99%
Holding current value
$583,132
Previous $586,000 1.37%
% of portfolio
0.45%
Previous 0.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$57.53 - $60.83 $11,275 - $11,922
196 Added 1.99%
10,054 $578,000
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
1,187
Shares Held
281M
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
Track This Portfolio

Track Fortis Advisors, LLC Portfolio

Follow Fortis Advisors, LLC 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 Fortis Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email