A detailed history of Lvz, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lvz, Inc. holds 7,355 shares of JEPI stock, worth $428,061. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,355
Previous 8,697 15.43%
Holding current value
$428,061
Previous $492,000 11.18%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 24, 2024

SELL
$54.98 - $59.51 $73,783 - $79,862
-1,342 Reduced 15.43%
7,355 $437,000
Q2 2024

Jul 24, 2024

SELL
$55.45 - $57.39 $22,679 - $23,472
-409 Reduced 4.49%
8,697 $492,000
Q1 2024

Apr 17, 2024

SELL
$54.75 - $57.86 $130,578 - $137,996
-2,385 Reduced 20.76%
9,106 $526,000
Q4 2023

Jan 23, 2024

SELL
$51.51 - $55.33 $239,006 - $256,731
-4,640 Reduced 28.76%
11,491 $631,000
Q3 2023

Nov 08, 2023

SELL
$53.5 - $55.92 $763,980 - $798,537
-14,280 Reduced 46.96%
16,131 $863,000
Q2 2023

Jul 18, 2023

SELL
$53.85 - $55.4 $1,346 - $1,385
-25 Reduced 0.08%
30,411 $1.68 Million
Q1 2023

Apr 20, 2023

BUY
$52.13 - $55.7 $309,495 - $330,690
5,937 Added 24.23%
30,436 $1.66 Million
Q4 2022

Jan 17, 2023

BUY
$50.88 - $56.78 $234,658 - $261,869
4,612 Added 23.19%
24,499 $0
Q3 2022

Oct 11, 2022

BUY
$51.23 - $57.83 $131,814 - $148,796
2,573 Added 14.86%
19,887 $1.02 Million
Q2 2022

Jul 27, 2022

BUY
$52.86 - $62.23 $9,461 - $11,139
179 Added 1.04%
17,314 $960,000
Q1 2022

Apr 19, 2022

SELL
$58.11 - $63.04 $11,738 - $12,734
-202 Reduced 1.17%
17,135 $1.05 Million
Q4 2021

Jan 28, 2022

BUY
$59.34 - $63.61 $1.03 Million - $1.1 Million
17,337 New
17,337 $1.1 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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