Moseley Investment Management Inc J P Morgan Exchange Traded Fd Transaction History

Moseley Investment Management Inc

  • $212 Million
  • Q2 2024

A detailed history of Moseley Investment Management Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Moseley Investment Management Inc holds 23,287 shares of JEPI stock, worth $1.38 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
23,287
Previous 18,065 28.91%
Holding current value
$1.38 Million
Previous $1.05 Million 26.22%
% of portfolio
0.62%
Previous 0.53%

Shares

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

Jul 16, 2024
BUY
$55.45 - $57.39 $289,559 - $299,690
5,222 Added 28.91%
23,287 $1.32 Million
Q1 2024

Apr 04, 2024
BUY
$54.75 - $57.86 $358,065 - $378,404
6,540 Added 56.75%
18,065 $1.05 Million
Q4 2023

Jan 25, 2024
BUY
$51.51 - $55.33 $198,674 - $213,407
3,857 Added 50.3%
11,525 $633,000
Q3 2023

Oct 16, 2023
BUY
$53.5 - $55.92 $151,833 - $158,700
2,838 Added 58.76%
7,668 $410,000
Q2 2023

Jul 06, 2023
BUY
$53.85 - $55.4 $260,095 - $267,582
4,830 New
4,830 $267,000

Others Institutions Holding JEPI

# of Institutions
1,134
Shares Held
270M
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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