A detailed history of Nations Financial Group Inc, transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Nations Financial Group Inc, holds 138,377 shares of JEPI stock, worth $8.05 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
138,377
Previous 116,100 19.19%
Holding current value
$8.05 Million
Previous $6.58 Million 25.14%
% of portfolio
0.62%
Previous 0.55%

Shares

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

Nov 04, 2024

BUY
$54.98 - $59.51 $1.22 Million - $1.33 Million
22,277 Added 19.19%
138,377 $8.23 Million
Q2 2024

Jul 29, 2024

BUY
$55.45 - $57.39 $271,926 - $281,440
4,904 Added 4.41%
116,100 $6.58 Million
Q1 2024

Apr 23, 2024

BUY
$54.75 - $57.86 $508,244 - $537,114
9,283 Added 9.11%
111,196 $6.43 Million
Q4 2023

Feb 09, 2024

BUY
$51.51 - $55.33 $3.33 Million - $3.58 Million
64,663 Added 173.59%
101,913 $5.6 Million
Q3 2023

Nov 14, 2023

BUY
$53.5 - $55.92 $567,581 - $593,255
10,609 Added 39.82%
37,250 $2 Million
Q2 2023

Aug 14, 2023

BUY
$53.85 - $55.4 $337,908 - $347,635
6,275 Added 30.81%
26,641 $1.47 Million
Q1 2023

May 15, 2023

BUY
$52.13 - $55.7 $448,005 - $478,685
8,594 Added 73.0%
20,366 $1.11 Million
Q4 2022

Feb 07, 2023

BUY
$50.88 - $56.78 $43,909 - $49,001
863 Added 7.91%
11,772 $641,000
Q3 2022

Nov 14, 2022

BUY
$51.23 - $57.83 $277,205 - $312,918
5,411 Added 98.42%
10,909 $559,000
Q2 2022

Aug 15, 2022

SELL
$52.86 - $62.23 $1.06 Million - $1.24 Million
-19,995 Reduced 78.43%
5,498 $305,000
Q1 2022

May 13, 2022

BUY
$58.11 - $63.04 $923,600 - $1 Million
15,894 Added 165.58%
25,493 $1.57 Million
Q4 2021

Feb 10, 2022

BUY
$59.34 - $63.61 $344,053 - $368,810
5,798 Added 152.54%
9,599 $607,000
Q3 2021

Nov 12, 2021

BUY
$59.61 - $62.63 $226,577 - $238,056
3,801 New
3,801 $227,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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