Guardian Financial Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Guardian Financial Partners, LLC

$135 Million
Q4 2024

A detailed history of Guardian Financial Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 39,602 shares of JEPI stock, worth $2.34 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

39,602

Previous 36,396 8.81%

Holding current value

$2.34 Million

Previous $2.17 Million 5.22%

% of portfolio

1.69%

Previous 1.69%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$57.53 - $60.83 $184,441 - $195,020	3,206 Added 8.81%	39,602 $2.28 Million
Q3 2024 Oct 31, 2024	BUY	$54.98 - $59.51 $163,950 - $177,458	2,982 Added 8.92%	36,396 $2.17 Million
Q2 2024 Jul 15, 2024	BUY	$55.45 - $57.39 $133,468 - $138,137	2,407 Added 7.76%	33,414 $1.89 Million
Q1 2024 Apr 26, 2024	SELL	$54.75 - $57.86 $2.46 Million - $2.6 Million	-44,951 Reduced 59.18%	31,007 $1.79 Million
Q4 2023 Jan 08, 2024	BUY	$51.51 - $55.33 $423,927 - $455,365	8,230 Added 12.15%	75,958 $4.18 Million
Q3 2023 Oct 05, 2023	BUY	$53.5 - $55.92 $655,642 - $685,299	12,255 Added 22.09%	67,728 $3.63 Million
Q2 2023 Jul 11, 2023	BUY	$53.85 - $55.4 $997,032 - $1.03 Million	18,515 Added 50.1%	55,473 $3.07 Million
Q1 2023 Apr 11, 2023	BUY	$52.13 - $55.7 $1.08 Million - $1.15 Million	20,720 Added 127.6%	36,958 $2.02 Million
Q4 2022 Jan 17, 2023	BUY	$50.88 - $56.78 $826,189 - $921,993	16,238 New	16,238 $0

Others Institutions Holding JEPI

# of Institutions

1,317

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Guardian Financial Partners, LLC J P Morgan Exchange Traded Fd Transaction History