Householder Group Estate & Retirement Specialist, LLC J P Morgan Exchange Traded Fd Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $343 Million
  • Q3 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 115 shares of JEPI stock, worth $6,903. This represents 0.0% of its overall portfolio holdings.

Number of Shares
115
Previous 100 15.0%
Holding current value
$6,903
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$54.98 - $59.51 $824 - $892
15 Added 15.0%
115 $6,000
Q2 2024

Jul 17, 2024
BUY
$55.45 - $57.39 $5,545 - $5,739
100 New
100 $5,000
Q1 2023

Apr 13, 2023
BUY
$52.13 - $55.7 $6,776 - $7,241
130 New
130 $7,000
Q3 2022

Oct 11, 2022
BUY
$51.23 - $57.83 $6,659 - $7,517
130 New
130 $6,000

Others Institutions Holding JEPI

# of Institutions
1,147
Shares Held
274M
Call Options Held
283K
Put Options Held
338K
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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