Mark Sheptoff Financial Planning, LLC J P Morgan Exchange Traded Fd Transaction History

Mark Sheptoff Financial Planning, LLC

  • $176 Million
  • Q2 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 280 shares of JEPI stock, worth $16,371. This represents 0.01% of its overall portfolio holdings.

Number of Shares
280
Previous 280 -0.0%
Holding current value
$16,371
Previous $16,000 6.25%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 08, 2022
BUY
$51.23 - $57.83 $2,561 - $2,891
50 Added 21.74%
280 $14,000
Q2 2022

Aug 11, 2022
BUY
$52.86 - $62.23 $12,157 - $14,312
230 New
230 $13,000

Others Institutions Holding JEPI

# of Institutions
1,139
Shares Held
271M
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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