Marshall Financial Group LLC J P Morgan Exchange Traded Fd Transaction History

Marshall Financial Group LLC

  • $412 Million
  • Q3 2024

A detailed history of Marshall Financial Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Marshall Financial Group LLC holds 112,102 shares of JEPI stock, worth $6.68 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
112,102
Previous 110,766 1.21%
Holding current value
$6.68 Million
Previous $6.28 Million 6.26%
% of portfolio
1.62%
Previous 1.78%

Shares

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

Oct 16, 2024
BUY
$54.98 - $59.51 $73,453 - $79,505
1,336 Added 1.21%
112,102 $6.67 Million
Q2 2024

Jul 19, 2024
BUY
$55.45 - $57.39 $3.49 Million - $3.62 Million
63,018 Added 131.98%
110,766 $6.28 Million
Q1 2024

Apr 19, 2024
BUY
$54.75 - $57.86 $2.61 Million - $2.76 Million
47,748 New
47,748 $2.76 Million

Others Institutions Holding JEPI

# of Institutions
1,143
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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