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

Lifestyle Asset Management, Inc.

$169 Billion
Q1 2024

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 66,701 shares of JEPI stock, worth $3.76 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

66,701

Previous 65,368 2.04%

Holding current value

$3.76 Million

Previous $3.59 Billion 7.38%

% of portfolio

2.28%

Previous 2.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,088

Shares Held

272M

Call Options Held

311K

Put Options Held

428K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Lifestyle Asset Management, Inc. J P Morgan Exchange Traded Fd Transaction History