Founders Financial Securities LLC J P Morgan Exchange Traded Fd Transaction History

Founders Financial Securities LLC

  • $1.05 Billion
  • Q2 2024

A detailed history of Founders Financial Securities LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Founders Financial Securities LLC holds 19,509 shares of JEPI stock, worth $1.15 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
19,509
Previous 11,242 73.54%
Holding current value
$1.15 Million
Previous $650,000 70.0%
% of portfolio
0.11%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$55.45 - $57.39 $458,405 - $474,443
8,267 Added 73.54%
19,509 $1.11 Million
Q1 2024

Apr 17, 2024
BUY
$54.75 - $57.86 $167,918 - $177,456
3,067 Added 37.52%
11,242 $650,000
Q4 2023

Feb 06, 2024
BUY
$51.51 - $55.33 $160,917 - $172,850
3,124 Added 61.85%
8,175 $449,000
Q3 2023

Oct 17, 2023
BUY
$53.5 - $55.92 $270,228 - $282,451
5,051 New
5,051 $270,000

Others Institutions Holding JEPI

# of Institutions
1,131
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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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