A detailed history of Kraematon Investment Advisors, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kraematon Investment Advisors, Inc holds 35,404 shares of JEPI stock, worth $2.08 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
35,404
Previous 35,303 0.29%
Holding current value
$2.08 Million
Previous $2.04 Million 1.76%
% of portfolio
2.16%
Previous 2.18%

Shares

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

Jul 12, 2024

BUY
$55.45 - $57.39 $5,600 - $5,796
101 Added 0.29%
35,404 $2.01 Million
Q1 2024

May 03, 2024

BUY
$54.75 - $57.86 $57,487 - $60,753
1,050 Added 3.07%
35,303 $2.04 Million
Q4 2023

Jan 12, 2024

SELL
$51.51 - $55.33 $95,138 - $102,194
-1,847 Reduced 5.12%
34,253 $1.88 Million
Q3 2023

Nov 01, 2023

SELL
$53.5 - $55.92 $115,346 - $120,563
-2,156 Reduced 5.64%
36,100 $1.93 Million
Q2 2023

Aug 10, 2023

BUY
$53.85 - $55.4 $95,206 - $97,947
1,768 Added 4.85%
38,256 $2.12 Million
Q1 2023

Apr 12, 2023

BUY
$52.13 - $55.7 $351,721 - $375,807
6,747 Added 22.69%
36,488 $1.99 Million
Q4 2022

Feb 13, 2023

BUY
$50.88 - $56.78 $113,360 - $126,505
2,228 Added 8.1%
29,741 $1.62 Million
Q3 2022

Nov 14, 2022

BUY
$51.23 - $57.83 $105,892 - $119,534
2,067 Added 8.12%
27,513 $1.41 Million
Q2 2022

Jul 27, 2022

BUY
$52.86 - $62.23 $170,103 - $200,256
3,218 Added 14.48%
25,446 $1.41 Million
Q1 2022

May 16, 2022

BUY
$58.11 - $63.04 $442,740 - $480,301
7,619 Added 52.15%
22,228 $1.37 Million
Q4 2021

Feb 16, 2022

BUY
$59.34 - $63.61 $866,898 - $929,278
14,609 New
14,609 $923,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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