Gallagher Fiduciary Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Gallagher Fiduciary Advisors, LLC

  • $2.81 Billion
  • Q1 2024

A detailed history of Gallagher Fiduciary Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Gallagher Fiduciary Advisors, LLC holds 13,110 shares of JEPI stock, worth $739,141. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,110
Previous 10,553 24.23%
Holding current value
$739,141
Previous $580,000 30.69%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$54.75 - $57.86 $139,995 - $147,948
2,557 Added 24.23%
13,110 $758,000
Q4 2023

Feb 14, 2024
SELL
$51.51 - $55.33 $13,701 - $14,717
-266 Reduced 2.46%
10,553 $580,000
Q3 2023

Nov 14, 2023
SELL
$53.5 - $55.92 $30,067 - $31,427
-562 Reduced 4.94%
10,819 $579,000
Q2 2023

Aug 14, 2023
BUY
$53.85 - $55.4 $202,152 - $207,971
3,754 Added 49.22%
11,381 $629,000
Q1 2023

May 15, 2023
BUY
$52.13 - $55.7 $397,595 - $424,823
7,627 New
7,627 $416,000

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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 Gallagher Fiduciary Advisors, LLC Portfolio

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

News

Stay updated on Gallagher Fiduciary Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email