Level Four Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History

Level Four Advisory Services, LLC

  • $2.11 Billion
  • Q2 2024

A detailed history of Level Four Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 52,491 shares of JEPI stock, worth $3.15 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
52,491
Previous 43,740 20.01%
Holding current value
$3.15 Million
Previous $2.53 Million 17.59%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Aug 09, 2024
BUY
$55.45 - $57.39 $485,242 - $502,219
8,751 Added 20.01%
52,491 $2.98 Million
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $6,953 - $7,348
127 Added 0.29%
43,740 $2.53 Million
Q4 2023

Feb 08, 2024
BUY
$51.51 - $55.33 $264,143 - $283,732
5,128 Added 13.32%
43,613 $2.4 Million
Q3 2023

Nov 13, 2023
SELL
$53.5 - $55.92 $241,124 - $252,031
-4,507 Reduced 10.48%
38,485 $2.06 Million
Q2 2023

Jul 10, 2023
BUY
$53.85 - $55.4 $1.17 Million - $1.2 Million
21,662 Added 101.56%
42,992 $2.38 Million
Q1 2023

Jun 05, 2023
BUY
$52.13 - $55.7 $185,634 - $198,347
3,561 Added 20.04%
21,330 $1.16 Million
Q4 2022

Feb 13, 2023
SELL
$50.88 - $56.78 $457,563 - $510,622
-8,993 Reduced 33.6%
17,769 $968,000
Q3 2022

Nov 07, 2022
BUY
$51.23 - $57.83 $77,767 - $87,785
1,518 Added 6.01%
26,762 $1.37 Million
Q2 2022

Aug 08, 2022
SELL
$52.86 - $62.23 $381,437 - $449,051
-7,216 Reduced 22.23%
25,244 $1.4 Million
Q1 2022

May 10, 2022
BUY
$58.11 - $63.04 $95,649 - $103,763
1,646 Added 5.34%
32,460 $1.99 Million
Q4 2021

Feb 11, 2022
BUY
$59.34 - $63.61 $818,357 - $877,245
13,791 Added 81.01%
30,814 $1.95 Million
Q3 2021

Oct 12, 2021
BUY
$59.61 - $62.63 $1.01 Million - $1.07 Million
17,023 New
17,023 $1.02 Million

Others Institutions Holding JEPI

# of Institutions
1,147
Shares Held
274M
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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