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 $43,999. This represents 0.01% of its overall portfolio holdings.

Number of Shares

756

Previous 595 27.06%

Holding current value

$43,999

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

1,170

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

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