Golden State Equity Partners J P Morgan Exchange Traded Fd Transaction History

Golden State Equity Partners

$402 Million
Q4 2023

A detailed history of Golden State Equity Partners transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Golden State Equity Partners holds 40,653 shares of JEPI stock, worth $2.29 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

40,653

Previous 24,214 67.89%

Holding current value

$2.29 Million

Previous $1.3 Million 72.45%

% of portfolio

0.56%

Previous 0.37%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 02, 2024	BUY	$51.51 - $55.33 $846,772 - $909,569	16,439 Added 67.89%	40,653 $2.24 Million
Q3 2023 Oct 20, 2023	BUY	$53.5 - $55.92 $158,520 - $165,690	2,963 Added 13.94%	24,214 $1.3 Million
Q2 2023 Jul 19, 2023	BUY	$53.85 - $55.4 $426,868 - $439,155	7,927 Added 59.49%	21,251 $1.18 Million
Q1 2023 Jun 01, 2023	BUY	$52.13 - $55.7 $694,580 - $742,146	13,324 New	13,324 $727 Million

Others Institutions Holding JEPI

# of Institutions

1,089

Shares Held

272M

Call Options Held

311K

Put Options Held

428K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Account

Golden State Equity Partners J P Morgan Exchange Traded Fd Transaction History