Independent Advisor Alliance J P Morgan Exchange Traded Fd Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

A detailed history of Independent Advisor Alliance transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Independent Advisor Alliance holds 14,563 shares of JEPI stock, worth $883,828. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,563

Previous 13,896 4.8%

Holding current value

$883,828

Previous $787,000 10.04%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $36,671 - $39,693	667 Added 4.8%	14,563 $866,000
Q2 2024 Aug 12, 2024	SELL	$55.45 - $57.39 $120,991 - $125,224	-2,182 Reduced 13.57%	13,896 $787,000
Q1 2024 May 08, 2024	SELL	$54.75 - $57.86 $130,797 - $138,227	-2,389 Reduced 12.94%	16,078 $930,000
Q4 2023 Feb 08, 2024	SELL	$51.51 - $55.33 $338,884 - $364,016	-6,579 Reduced 26.27%	18,467 $1.02 Million
Q3 2023 Oct 24, 2023	BUY	$53.5 - $55.92 $387,019 - $404,525	7,234 Added 40.61%	25,046 $1.34 Million
Q2 2023 Jul 28, 2023	BUY	$53.85 - $55.4 $959,176 - $986,784	17,812 New	17,812 $985,000

Others Institutions Holding JEPI

# of Institutions

1,168

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Independent Advisor Alliance J P Morgan Exchange Traded Fd Transaction History