Hixon Zuercher, LLC J P Morgan Exchange Traded Fd Transaction History

Hixon Zuercher, LLC

  • $260 Million
  • Q4 2024

A detailed history of Hixon Zuercher, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Hixon Zuercher, LLC holds 8,728 shares of JEPI stock, worth $514,690. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,728
Previous 4,856 79.74%
Holding current value
$514,690
Previous $288,000 74.31%
% of portfolio
0.19%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$57.53 - $60.83 $222,756 - $235,533
3,872 Added 79.74%
8,728 $502,000
Q3 2024

Oct 30, 2024
SELL
$54.98 - $59.51 $26,390 - $28,564
-480 Reduced 9.0%
4,856 $288,000
Q2 2024

Jul 30, 2024
BUY
$55.45 - $57.39 $10,535 - $10,904
190 Added 3.69%
5,336 $302,000
Q1 2024

Apr 30, 2024
BUY
$54.75 - $57.86 $4,653 - $4,918
85 Added 1.68%
5,146 $297,000
Q4 2023

Jan 12, 2024
SELL
$51.51 - $55.33 $6,438 - $6,916
-125 Reduced 2.41%
5,061 $278,000
Q3 2023

Oct 25, 2023
SELL
$53.5 - $55.92 $63,504 - $66,377
-1,187 Reduced 18.63%
5,186 $277,000
Q2 2023

Jul 17, 2023
BUY
$53.85 - $55.4 $343,186 - $353,064
6,373 New
6,373 $352,000

Others Institutions Holding JEPI

# of Institutions
1,215
Shares Held
283M
Call Options Held
307K
Put Options Held
344K
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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