Founders Financial Alliance, LLC J P Morgan Exchange Traded Fd Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 756 shares of JEPI stock, worth $45,480. This represents 0.01% of its overall portfolio holdings.

Number of Shares

756

Previous 595 27.06%

Holding current value

$45,480

Previous $33,000 33.33%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$54.98 - $59.51 $8,851 - $9,581	161 Added 27.06%	756 $44,000
Q2 2024 Aug 23, 2024	BUY	$55.45 - $57.39 $609 - $631	11 Added 1.88%	595 $33,000
Q1 2024 May 14, 2024	SELL	$54.75 - $57.86 $1,204 - $1,272	-22 Reduced 3.63%	584 $33,000
Q4 2023 Feb 09, 2024	BUY	$51.51 - $55.33 $618 - $663	12 Added 2.02%	606 $33,000
Q3 2023 Nov 13, 2023	BUY	$53.5 - $55.92 $535 - $559	10 Added 1.71%	594 $31,000
Q2 2023 Aug 11, 2023	BUY	$53.85 - $55.4 $2,154 - $2,216	40 Added 7.35%	584 $32,000
Q1 2023 May 15, 2023	BUY	$52.13 - $55.7 $938 - $1,002	18 Added 3.42%	544 $29,000
Q4 2022 Feb 15, 2023	BUY	$50.88 - $56.78 $864 - $965	17 Added 3.34%	526 $28,000
Q3 2022 Nov 14, 2022	BUY	$51.23 - $57.83 $26,076 - $29,435	509 New	509 $26,000

Others Institutions Holding JEPI

# of Institutions

1,166

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Founders Financial Alliance, LLC J P Morgan Exchange Traded Fd Transaction History