Morris Financial Concepts, Inc. J P Morgan Exchange Traded Fd Transaction History

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 607 shares of JEPI stock, worth $35,703. This represents 0.02% of its overall portfolio holdings.

Number of Shares
607
Previous 607 -0.0%
Holding current value
$35,703
Previous $34,000 5.88%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 29, 2024
SELL
$55.45 - $57.39 $776 - $803
-14 Reduced 2.25%
607 $34,000
Q1 2024

Apr 18, 2024
BUY
$54.75 - $57.86 $18,122 - $19,151
331 Added 114.14%
621 $35,000
Q2 2023

Aug 09, 2023
BUY
$53.85 - $55.4 $15,616 - $16,066
290 New
290 $16,000

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
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