Guardian Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Guardian Wealth Advisors, LLC

$754 Million
Q2 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 214,357 shares of JEPI stock, worth $12.7 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

214,357

Previous 437,343 50.99%

Holding current value

$12.7 Million

Previous $25.3 Million 51.99%

% of portfolio

1.61%

Previous 3.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$55.45 - $57.39 $12.4 Million - $12.8 Million	-222,986 Reduced 50.99%	214,357 $12.1 Million
Q1 2024 May 15, 2024	BUY	$54.75 - $57.86 $2.38 Million - $2.52 Million	43,557 Added 11.06%	437,343 $25.3 Million
Q4 2023 Feb 14, 2024	BUY	$51.51 - $55.33 $488,314 - $524,528	9,480 Added 2.47%	393,786 $21.7 Million
Q3 2023 Nov 14, 2023	SELL	$53.5 - $55.92 $2.3 Million - $2.4 Million	-42,955 Reduced 10.05%	384,306 $20.6 Million
Q2 2023 Aug 14, 2023	BUY	$53.85 - $55.4 $1.63 Million - $1.68 Million	30,358 Added 7.65%	427,261 $23.6 Million
Q1 2023 May 15, 2023	BUY	$52.13 - $55.7 $3.31 Million - $3.53 Million	63,441 Added 19.02%	396,903 $21.7 Million
Q4 2022 Feb 14, 2023	BUY	$50.88 - $56.78 $13.8 Million - $15.4 Million	270,773 Added 431.93%	333,462 $18.2 Million
Q3 2022 Nov 14, 2022	BUY	$51.23 - $57.83 $2.09 Million - $2.36 Million	40,764 Added 185.92%	62,689 $3.21 Million
Q2 2022 Aug 15, 2022	BUY	$52.86 - $62.23 $1.16 Million - $1.36 Million	21,925 New	21,925 $1.22 Million

Others Institutions Holding JEPI

# of Institutions

1,132

Shares Held

270M

Call Options Held

283K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Guardian Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History