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 $6.52 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
112,102
Previous 110,766 1.21%
Holding current value
$6.52 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
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Marshall Financial Group LLC Portfolio

Follow Marshall Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email