Jsf Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Jsf Financial, LLC

  • $343 Million
  • Q4 2024

A detailed history of Jsf Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Jsf Financial, LLC holds 33,908 shares of JEPI stock, worth $1.99 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
33,908
Previous 30,172 12.38%
Holding current value
$1.99 Million
Previous $1.8 Million 8.64%
% of portfolio
0.57%
Previous 0.47%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$57.53 - $60.83 $214,932 - $227,260
3,736 Added 12.38%
33,908 $1.95 Million
Q3 2024

Nov 12, 2024
BUY
$54.98 - $59.51 $73,838 - $79,921
1,343 Added 4.66%
30,172 $1.8 Million
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $180,323 - $186,632
3,252 Added 12.71%
28,829 $1.63 Million
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $506,875 - $535,667
9,258 Added 56.73%
25,577 $1.48 Million
Q4 2023

Feb 14, 2024
SELL
$51.51 - $55.33 $36,572 - $39,284
-710 Reduced 4.17%
16,319 $897,000
Q3 2023

Nov 08, 2023
BUY
$53.5 - $55.92 $265,360 - $277,363
4,960 Added 41.1%
17,029 $912,000
Q2 2023

Aug 02, 2023
BUY
$53.85 - $55.4 $87,452 - $89,969
1,624 Added 15.55%
12,069 $667,000
Q1 2023

May 12, 2023
BUY
$52.13 - $55.7 $289,165 - $308,967
5,547 Added 113.25%
10,445 $570,000
Q4 2022

Feb 10, 2023
SELL
$50.88 - $56.78 $266,204 - $297,072
-5,232 Reduced 51.65%
4,898 $266,000
Q3 2022

Nov 10, 2022
BUY
$51.23 - $57.83 $20,338 - $22,958
397 Added 4.08%
10,130 $519,000
Q2 2022

Jul 28, 2022
SELL
$52.86 - $62.23 $421,664 - $496,408
-7,977 Reduced 45.04%
9,733 $540,000
Q1 2022

May 12, 2022
BUY
$58.11 - $63.04 $783,322 - $849,779
13,480 Added 318.68%
17,710 $1.09 Million
Q4 2021

Feb 10, 2022
BUY
$59.34 - $63.61 $251,008 - $269,070
4,230 New
4,230 $267,000

Others Institutions Holding JEPI

# of Institutions
1,234
Shares Held
290M
Call Options Held
307K
Put Options Held
344K
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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