Investment Partners Asset Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Investment Partners Asset Management, Inc.

$122 Billion
Q3 2024

A detailed history of Investment Partners Asset Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Investment Partners Asset Management, Inc. holds 83,823 shares of JEPI stock, worth $4.9 Million. This represents 4.09% of its overall portfolio holdings.

Number of Shares

83,823

Previous 80,459 4.18%

Holding current value

$4.9 Million

Previous $4.56 Billion 9.38%

% of portfolio

4.09%

Previous 4.06%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$54.98 - $59.51 $184,952 - $200,191	3,364 Added 4.18%	83,823 $4.99 Billion
Q2 2024 Jul 08, 2024	BUY	$55.45 - $57.39 $113,173 - $117,132	2,041 Added 2.6%	80,459 $4.56 Billion
Q1 2024 Apr 15, 2024	BUY	$54.75 - $57.86 $248,893 - $263,031	4,546 Added 6.15%	78,418 $4.54 Billion
Q4 2023 Jan 25, 2024	BUY	$51.51 - $55.33 $3.81 Million - $4.09 Million	73,872 New	73,872 $4.06 Billion

Others Institutions Holding JEPI

# of Institutions

1,187

Shares Held

281M

Call Options Held

307K

Put Options Held

341K

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 Investment Partners Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Partners Asset Management, Inc. with notifications on news.

Account

Investment Partners Asset Management, Inc. J P Morgan Exchange Traded Fd Transaction History