Garden State Investment Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History

Garden State Investment Advisory Services LLC

  • $363 Billion
  • Q3 2024

A detailed history of Garden State Investment Advisory Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Garden State Investment Advisory Services LLC holds 101,914 shares of JEPI stock, worth $5.93 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
101,914
Previous 94,821 7.48%
Holding current value
$5.93 Million
Previous $5.38 Billion 12.85%
% of portfolio
1.67%
Previous 1.85%

Shares

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

Dec 10, 2024
SELL
$54.98 - $59.51 $6,597 - $7,141
-120 Reduced 0.12%
101,794 $6.06 Billion
Q3 2024

Nov 14, 2024
BUY
$54.98 - $59.51 $389,973 - $422,104
7,093 Added 7.48%
101,914 $6.07 Billion
Q2 2024

Aug 13, 2024
BUY
$55.45 - $57.39 $384,878 - $398,343
6,941 Added 7.9%
94,821 $5.38 Billion
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $324,284 - $342,704
5,923 Added 7.23%
87,880 $5.05 Billion
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $910,409 - $951,590
17,017 Added 26.2%
81,957 $4.39 Billion
Q2 2023

Aug 14, 2023
BUY
$53.85 - $55.4 $688,203 - $708,012
12,780 Added 24.5%
64,940 $3.59 Billion
Q1 2023

May 11, 2023
BUY
$52.13 - $55.7 $1.12 Million - $1.2 Million
21,565 Added 70.49%
52,160 $2.85 Billion
Q4 2022

Feb 13, 2023
BUY
$50.88 - $56.78 $1.56 Million - $1.74 Million
30,595 New
30,595 $1.67 Billion

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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