Inter Ocean Capital Group, LLC J P Morgan Exchange Traded Fd Transaction History

Inter Ocean Capital Group, LLC

  • $4.03 Billion
  • Q1 2024

A detailed history of Inter Ocean Capital Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Inter Ocean Capital Group, LLC holds 228,302 shares of JEPI stock, worth $13.3 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
228,302
Previous 212,732 7.32%
Holding current value
$13.3 Million
Previous $11.7 Million 12.94%
% of portfolio
0.33%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $852,457 - $900,880
15,570 Added 7.32%
228,302 $13.2 Million
Q4 2023

Feb 09, 2024
BUY
$51.51 - $55.33 $10.8 Million - $11.6 Million
208,960 Added 5539.77%
212,732 $11.7 Million
Q3 2023

Nov 14, 2023
SELL
$53.5 - $55.92 $72,813 - $76,107
-1,361 Reduced 26.51%
3,772 $202,000
Q2 2023

Aug 14, 2023
BUY
$53.85 - $55.4 $276,412 - $284,368
5,133 New
5,133 $284,000

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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