Madrona Financial Services, LLC J P Morgan Exchange Traded Fd Transaction History

Madrona Financial Services, LLC

  • $312 Million
  • Q2 2024

A detailed history of Madrona Financial Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Madrona Financial Services, LLC holds 77,168 shares of JEPI stock, worth $4.56 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
77,168
Previous 75,788 1.82%
Holding current value
$4.56 Million
Previous $4.39 Million 0.27%
% of portfolio
1.4%
Previous 1.56%

Shares

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

Jul 19, 2024
BUY
$55.45 - $57.39 $76,521 - $79,198
1,380 Added 1.82%
77,168 $4.37 Million
Q1 2024

Apr 19, 2024
SELL
$54.75 - $57.86 $265,209 - $280,273
-4,844 Reduced 6.01%
75,788 $4.39 Million
Q4 2023

Jan 25, 2024
BUY
$51.51 - $55.33 $886,899 - $952,671
17,218 Added 27.15%
80,632 $4.43 Million
Q3 2023

Oct 16, 2023
BUY
$53.5 - $55.92 $2.58 Million - $2.7 Million
48,286 Added 319.18%
63,414 $3.4 Million
Q2 2023

Jul 17, 2023
BUY
$53.85 - $55.4 $814,642 - $838,091
15,128 New
15,128 $837,000

Others Institutions Holding JEPI

# of Institutions
1,134
Shares Held
270M
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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