Mendel Capital Management LLC J P Morgan Exchange Traded Fd Transaction History

Mendel Capital Management LLC

  • $155 Million
  • Q2 2024

A detailed history of Mendel Capital Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mendel Capital Management LLC holds 20,940 shares of JEPI stock, worth $1.22 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
20,940
Previous 19,497 7.4%
Holding current value
$1.22 Million
Previous $1.13 Million 5.14%
% of portfolio
0.77%
Previous 0.75%

Shares

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

Jul 26, 2024
BUY
$55.45 - $57.39 $80,014 - $82,813
1,443 Added 7.4%
20,940 $1.19 Million
Q1 2024

May 15, 2024
BUY
$54.75 - $57.86 $537,864 - $568,416
9,824 Added 101.56%
19,497 $1.13 Million
Q4 2023

Jan 26, 2024
BUY
$51.51 - $55.33 $90,966 - $97,712
1,766 Added 22.33%
9,673 $531,000
Q3 2023

Oct 19, 2023
BUY
$53.5 - $55.92 $423,024 - $442,159
7,907 New
7,907 $423,000

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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