Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 26, 2023

SELL
$53.85 - $55.4 $51,211 - $52,685
-951 Reduced 18.51%
4,186 $231,000
Q1 2023

Apr 19, 2023

BUY
$52.13 - $55.7 $2,189 - $2,339
42 Added 0.82%
5,137 $280,000
Q2 2022

Aug 15, 2022

BUY
$52.86 - $62.23 $269,321 - $317,061
5,095 New
5,095 $283,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP 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 Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.