A detailed history of Galvin, Gaustad & Stein, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Galvin, Gaustad & Stein, LLC holds 30,358 shares of JEPI stock, worth $1.79 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
30,358
Previous 29,227 3.87%
Holding current value
$1.79 Million
Previous $1.66 Million 9.06%
% of portfolio
0.17%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$54.98 - $59.51 $62,182 - $67,305
1,131 Added 3.87%
30,358 $1.81 Million
Q2 2024

Jul 17, 2024

BUY
$55.45 - $57.39 $112,563 - $116,501
2,030 Added 7.46%
29,227 $1.66 Million
Q1 2024

Apr 15, 2024

BUY
$54.75 - $57.86 $16,151 - $17,068
295 Added 1.1%
27,197 $1.57 Million
Q4 2023

Jan 11, 2024

SELL
$51.51 - $55.33 $38,220 - $41,054
-742 Reduced 2.68%
26,902 $1.48 Million
Q3 2023

Oct 18, 2023

SELL
$53.5 - $55.92 $26,857 - $28,071
-502 Reduced 1.78%
27,644 $1.48 Million
Q2 2023

Jul 24, 2023

BUY
$53.85 - $55.4 $155,949 - $160,438
2,896 Added 11.47%
28,146 $1.56 Million
Q1 2023

Apr 17, 2023

BUY
$52.13 - $55.7 $404,007 - $431,675
7,750 Added 44.29%
25,250 $1.38 Million
Q4 2022

Feb 13, 2023

BUY
$50.88 - $56.78 $622,465 - $694,646
12,234 Added 232.32%
17,500 $953,000
Q3 2022

Oct 26, 2022

BUY
$51.23 - $57.83 $269,777 - $304,532
5,266 New
5,266 $270,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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