Independent Advisor Alliance J P Morgan Exchange Traded Fd Transaction History

Independent Advisor Alliance

  • $2.88 Billion
  • Q2 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 13,896 shares of JEPI stock, worth $812,499. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,896
Previous 16,078 13.57%
Holding current value
$812,499
Previous $930,000 15.38%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,139
Shares Held
271M
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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