Msh Capital Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Msh Capital Advisors LLC

$323 Billion
Q1 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	SELL	$57.53 - $60.83 $1.17 Million - $1.23 Million	-20,301 Closed	0 $0
Q4 2023 Feb 13, 2025	SELL	$51.51 - $55.33 $1.66 Million - $1.78 Million	-32,216 Closed	0 $0
Q3 2023 Feb 13, 2025	SELL	$53.5 - $55.92 $394,455 - $412,298	-7,373 Reduced 18.62%	32,216 $1.73 Billion
Q2 2023 Feb 13, 2025	BUY	$53.85 - $55.4 $87,667 - $90,191	1,628 Added 4.29%	39,589 $2.19 Billion
Q1 2023 Feb 13, 2025	BUY	$52.13 - $55.7 $407,083 - $434,961	7,809 Added 25.9%	37,961 $2.07 Billion
Q4 2022 Feb 13, 2025	BUY	$50.88 - $56.78 $402,511 - $449,186	7,911 Added 35.57%	30,152 $1.64 Billion
Q3 2022 Feb 13, 2025	BUY	$51.23 - $57.83 $1.14 Million - $1.29 Million	22,241 New	22,241 $1.14 Billion
Q2 2022 Feb 13, 2025	BUY	$52.86 - $62.23 $183,688 - $216,249	3,475 Added 20.65%	20,301 $1.13 Billion
Q1 2022 Feb 13, 2025	BUY	$58.11 - $63.04 $281,136 - $304,987	4,838 Added 40.36%	16,826 $1.03 Billion
Q4 2021 Feb 13, 2025	BUY	$59.34 - $63.61 $711,367 - $762,556	11,988 New	11,988 $758 Million

Others Institutions Holding JEPI

# of Institutions

1,364

Shares Held

333M

Call Options Held

511K

Put Options Held

363K

About J P MORGAN EXCHANGE-TRADED FD

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