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

Morris Financial Concepts, Inc.

  • $194 Million
  • Q1 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 621 shares of JEPI stock, worth $34,925. This represents 0.02% of its overall portfolio holdings.

Number of Shares
621
Previous 290 114.14%
Holding current value
$34,925
Previous $15,000 133.33%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,089
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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