A detailed history of Mutual Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mutual Advisors, LLC holds 109,910 shares of JEPI stock, worth $6.43 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
109,910
Previous 101,242 8.56%
Holding current value
$6.43 Million
Previous $5.74 Million 13.98%
% of portfolio
0.19%
Previous 0.17%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$54.98 - $59.51 $476,566 - $515,832
8,668 Added 8.56%
109,910 $6.54 Million
Q2 2024

Jul 30, 2024

BUY
$55.45 - $57.39 $101,085 - $104,621
1,823 Added 1.83%
101,242 $5.74 Million
Q1 2024

May 02, 2024

BUY
$54.75 - $57.86 $68,711 - $72,614
1,255 Added 1.28%
99,419 $5.75 Million
Q4 2023

Jan 12, 2024

SELL
$51.51 - $55.33 $13.3 Million - $14.3 Million
-258,791 Reduced 72.5%
98,164 $5.4 Million
Q3 2023

Nov 13, 2023

BUY
$53.5 - $55.92 $554,099 - $579,163
10,357 Added 2.99%
356,955 $19.1 Million
Q2 2023

Jul 31, 2023

BUY
$53.85 - $55.4 $1.5 Million - $1.54 Million
27,887 Added 8.75%
346,598 $19.2 Million
Q1 2023

Apr 11, 2023

SELL
$52.13 - $55.7 $2.08 Million - $2.22 Million
-39,946 Reduced 11.14%
318,711 $17.4 Million
Q4 2022

Jan 12, 2023

BUY
$50.88 - $56.78 $8.68 Million - $9.69 Million
170,571 Added 90.69%
358,657 $0
Q3 2022

Nov 03, 2022

BUY
$51.23 - $57.83 $8.1 Million - $9.14 Million
158,134 Added 527.96%
188,086 $9.64 Million
Q2 2022

Aug 15, 2022

BUY
$52.86 - $62.23 $446,561 - $525,719
8,448 Added 39.29%
29,952 $1.66 Million
Q1 2022

May 09, 2022

BUY
$58.11 - $63.04 $756,998 - $821,222
13,027 Added 153.67%
21,504 $1.32 Million
Q4 2021

Feb 14, 2022

BUY
$59.34 - $63.61 $186,446 - $199,862
3,142 Added 58.89%
8,477 $536,000
Q3 2021

Nov 15, 2021

BUY
$59.61 - $62.63 $318,019 - $334,131
5,335 New
5,335 $318,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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