A detailed history of Indie Asset Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Indie Asset Partners, LLC holds 13,858 shares of JEPI stock, worth $806,535. This represents 0.64% of its overall portfolio holdings.

Number of Shares
13,858
Previous 15,348 9.71%
Holding current value
$806,535
Previous $869,000 5.18%
% of portfolio
0.64%
Previous 0.71%

Shares

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

Oct 29, 2024

SELL
$54.98 - $59.51 $81,920 - $88,669
-1,490 Reduced 9.71%
13,858 $824,000
Q2 2024

Aug 05, 2024

BUY
$55.45 - $57.39 $279,967 - $289,762
5,049 Added 49.02%
15,348 $869,000
Q1 2024

May 10, 2024

BUY
$54.75 - $57.86 $188,285 - $198,980
3,439 Added 50.13%
10,299 $595,000
Q4 2023

Jan 26, 2024

SELL
$51.51 - $55.33 $48,882 - $52,508
-949 Reduced 12.15%
6,860 $377,000
Q3 2023

Oct 27, 2023

SELL
$53.5 - $55.92 $5,243 - $5,480
-98 Reduced 1.24%
7,809 $418,000
Q2 2023

Aug 07, 2023

BUY
$53.85 - $55.4 $49,811 - $51,245
925 Added 13.25%
7,907 $437,000
Q1 2023

May 11, 2023

SELL
$52.13 - $55.7 $174,270 - $186,205
-3,343 Reduced 32.38%
6,982 $381,000
Q4 2022

Feb 01, 2023

BUY
$50.88 - $56.78 $27,984 - $31,229
550 Added 5.63%
10,325 $562,000
Q3 2022

Oct 25, 2022

SELL
$51.23 - $57.83 $10,246 - $11,566
-200 Reduced 2.01%
9,775 $501,000
Q2 2022

Aug 12, 2022

BUY
$52.86 - $62.23 $39,645 - $46,672
750 Added 8.13%
9,975 $553,000
Q1 2022

May 10, 2022

SELL
$58.11 - $63.04 $75,543 - $81,952
-1,300 Reduced 12.35%
9,225 $566,000
Q3 2021

Nov 09, 2021

BUY
$59.61 - $62.63 $280,167 - $294,361
4,700 Added 80.69%
10,525 $627,000
Q2 2021

Aug 11, 2021

BUY
$57.89 - $60.58 $337,209 - $352,878
5,825 New
5,825 $353,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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