Insigneo Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History

Insigneo Advisory Services, LLC

$888 Billion
Q2 2024

A detailed history of Insigneo Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Insigneo Advisory Services, LLC holds 153,371 shares of JEPI stock, worth $8.97 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

153,371

Previous 186,419 17.73%

Holding current value

$8.97 Million

Previous $10.8 Billion 21.82%

% of portfolio

0.95%

Previous 1.28%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$55.45 - $57.39 $1.83 Million - $1.9 Million	-33,048 Reduced 17.73%	153,371 $8.43 Billion
Q1 2024 May 15, 2024	BUY	$54.75 - $57.86 $2.14 Million - $2.26 Million	39,026 Added 26.48%	186,419 $10.8 Billion
Q4 2023 Feb 14, 2024	BUY	$51.51 - $55.33 $7.19 Million - $7.72 Million	139,568 Added 1783.62%	147,393 $8.17 Billion
Q3 2023 Nov 14, 2023	BUY	$53.5 - $55.92 $418,637 - $437,574	7,825 New	7,825 $419 Million

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

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insigneo Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insigneo Advisory Services, LLC with notifications on news.

Account

Insigneo Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History