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

Guardian Financial Partners, LLC

$122 Million
Q2 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 33,414 shares of JEPI stock, worth $1.9 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

33,414

Previous 31,007 7.76%

Holding current value

$1.9 Million

Previous $1.79 Million 5.52%

% of portfolio

1.56%

Previous 1.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$53.56 - $56.78 $869,707 - $921,993	16,238 New	16,238 $0

Others Institutions Holding JEPI

# of Institutions

1,103

Shares Held

274M

Call Options Held

311K

Put Options Held

428K

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