Means Investment Co., Inc. J P Morgan Exchange Traded Fd Transaction History

Means Investment Co., Inc.

$917 Million
Q1 2025

A detailed history of Means Investment Co., Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Means Investment Co., Inc. holds 56,043 shares of JEPI stock, worth $3.08 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

56,043

Previous 69,944 19.87%

Holding current value

$3.08 Million

Previous $4.02 Million 20.41%

% of portfolio

0.35%

Previous 0.43%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$56.17 - $59.71 $780,819 - $830,028	-13,901 Reduced 19.87%	56,043 $3.2 Million
Q4 2024 Jan 24, 2025	BUY	$57.53 - $60.83 $162,234 - $171,540	2,820 Added 4.2%	69,944 $4.02 Million
Q3 2024 Oct 18, 2024	BUY	$54.98 - $59.51 $111,664 - $120,864	2,031 Added 3.12%	67,124 $3.99 Million
Q2 2024 Jul 19, 2024	SELL	$55.45 - $57.39 $50,958 - $52,741	-919 Reduced 1.39%	65,093 $3.69 Million
Q1 2024 Apr 17, 2024	BUY	$54.75 - $57.86 $110,923 - $117,224	2,026 Added 3.17%	66,012 $3.82 Million
Q4 2023 Jan 25, 2024	SELL	$51.51 - $55.33 $209,130 - $224,639	-4,060 Reduced 5.97%	63,986 $3.52 Million
Q3 2023 Oct 25, 2023	SELL	$53.5 - $55.92 $50,611 - $52,900	-946 Reduced 1.37%	68,046 $3.64 Million
Q2 2023 Jul 31, 2023	BUY	$53.85 - $55.4 $186,967 - $192,348	3,472 Added 5.3%	68,992 $3.82 Million
Q1 2023 May 08, 2023	BUY	$52.13 - $55.7 $266,071 - $284,292	5,104 Added 8.45%	65,520 $3.58 Million
Q4 2022 Jan 27, 2023	SELL	$50.88 - $56.78 $249,464 - $278,392	-4,903 Reduced 7.51%	60,416 $0
Q3 2022 Oct 17, 2022	SELL	$51.23 - $57.83 $61,014 - $68,875	-1,191 Reduced 1.79%	65,319 $3.35 Million
Q2 2022 Jul 21, 2022	BUY	$52.86 - $62.23 $90,707 - $106,786	1,716 Added 2.65%	66,510 $3.69 Million
Q1 2022 Apr 26, 2022	BUY	$58.11 - $63.04 $363,652 - $394,504	6,258 Added 10.69%	64,794 $3.98 Million
Q4 2021 Feb 14, 2022	BUY	$59.34 - $63.61 $568,773 - $609,701	9,585 Added 19.58%	58,536 $3.7 Million
Q3 2021 Nov 12, 2021	BUY	$59.61 - $62.63 $2.7 Million - $2.83 Million	45,221 Added 1212.36%	48,951 $2.92 Million
Q2 2021 Aug 10, 2021	BUY	$57.89 - $60.58 $215,929 - $225,963	3,730 New	3,730 $226,000

Others Institutions Holding JEPI

# of Institutions

1,350

Shares Held

312M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Means Investment Co., Inc. J P Morgan Exchange Traded Fd Transaction History