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

Gallagher Fiduciary Advisors, LLC

  • $436 Million
  • Q2 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 13,070 shares of JEPI stock, worth $764,202. This represents 0.17% of its overall portfolio holdings.

Number of Shares
13,070
Previous 13,110 0.31%
Holding current value
$764,202
Previous $758,000 2.37%
% of portfolio
0.17%
Previous 0.03%

Shares

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

Aug 14, 2024
SELL
$55.45 - $57.39 $2,218 - $2,295
-40 Reduced 0.31%
13,070 $740,000
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
1,139
Shares Held
271M
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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