Institutional & Family Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 53,137 shares of JEPI stock, worth $3.14 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
53,137
Previous 51,203 3.78%
Holding current value
$3.14 Million
Previous $2.96 Million 1.65%
% of portfolio
0.36%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024
BUY
$55.45 - $57.39 $107,240 - $110,992
1,934 Added 3.78%
53,137 $3.01 Million
Q1 2024

May 08, 2024
SELL
$54.75 - $57.86 $204,217 - $215,817
-3,730 Reduced 6.79%
51,203 $2.96 Million
Q4 2023

Feb 06, 2024
BUY
$51.51 - $55.33 $2.83 Million - $3.04 Million
54,933 New
54,933 $3.02 Million
Q1 2023

May 08, 2023
BUY
$52.13 - $55.7 $55,466 - $59,264
1,064 New
1,064 $58,000

Others Institutions Holding JEPI

# of Institutions
1,134
Shares Held
270M
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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