Global Retirement Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Global Retirement Partners, LLC

  • $3.15 Billion
  • Q2 2024

A detailed history of Global Retirement Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Global Retirement Partners, LLC holds 44,033 shares of JEPI stock, worth $2.59 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
44,033
Previous 24,889 76.92%
Holding current value
$2.59 Million
Previous $1.44 Million 73.26%
% of portfolio
0.08%
Previous 0.05%

Shares

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

Jul 23, 2024
BUY
$55.45 - $57.39 $1.06 Million - $1.1 Million
19,144 Added 76.92%
44,033 $2.5 Million
Q1 2024

Apr 23, 2024
BUY
$54.75 - $57.86 $55,680 - $58,843
1,017 Added 4.26%
24,889 $1.44 Million
Q4 2023

Jan 18, 2024
SELL
$51.51 - $55.33 $1.07 Million - $1.15 Million
-20,770 Reduced 46.53%
23,872 $1.31 Million
Q3 2023

Oct 13, 2023
BUY
$53.5 - $55.92 $1.98 Million - $2.07 Million
36,951 Added 480.44%
44,642 $2.39 Million
Q2 2023

Jul 20, 2023
BUY
$53.85 - $55.4 $343,724 - $353,618
6,383 Added 488.0%
7,691 $425,000
Q1 2023

May 05, 2023
BUY
$52.13 - $55.7 $11,468 - $12,254
220 Added 20.22%
1,308 $71,000
Q4 2022

Feb 13, 2023
SELL
$50.88 - $56.78 $168,056 - $187,544
-3,303 Reduced 75.22%
1,088 $59,000
Q3 2022

Nov 03, 2022
SELL
$51.23 - $57.83 $770,960 - $870,283
-15,049 Reduced 77.41%
4,391 $240,000
Q2 2022

Jul 15, 2022
SELL
$52.86 - $62.23 $20,615 - $24,269
-390 Reduced 1.97%
19,440 $1.08 Million
Q1 2022

Jul 14, 2022
BUY
$58.11 - $63.04 $1.15 Million - $1.25 Million
19,830 New
19,830 $1.13 Million
Q4 2021

Jan 21, 2022
SELL
$59.34 - $63.61 $6,646 - $7,124
-112 Closed
0 $0
Q3 2021

Oct 22, 2021
BUY
$59.61 - $62.63 $6,676 - $7,014
112 New
112 $7,000

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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