A detailed history of Lifestyle Asset Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 61,192 shares of JEPI stock, worth $3.65 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
61,192
Previous 61,554 0.59%
Holding current value
$3.65 Million
Previous $3.49 Billion 4.37%
% of portfolio
2.01%
Previous 2.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$54.98 - $59.51 $19,902 - $21,542
-362 Reduced 0.59%
61,192 $3.64 Billion
Q2 2024

Jul 19, 2024

SELL
$55.45 - $57.39 $285,401 - $295,386
-5,147 Reduced 7.72%
61,554 $3.49 Billion
Q1 2024

Apr 19, 2024

BUY
$54.75 - $57.86 $72,981 - $77,127
1,333 Added 2.04%
66,701 $3.86 Billion
Q4 2023

Feb 12, 2024

BUY
$51.51 - $55.33 $134,235 - $144,189
2,606 Added 4.15%
65,368 $3.59 Billion
Q3 2023

Oct 05, 2023

BUY
$53.5 - $55.92 $335,498 - $350,674
6,271 Added 11.1%
62,762 $3.36 Billion
Q2 2023

Jul 13, 2023

BUY
$53.85 - $55.4 $3.04 Million - $3.13 Million
56,491 New
56,491 $3.13 Billion

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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