A detailed history of Newbridge Financial Services Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 57,886 shares of JEPI stock, worth $3.38 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
57,886
Previous 28,007 106.68%
Holding current value
$3.38 Million
Previous $1.62 Million 102.47%
% of portfolio
1.25%
Previous 0.72%

Shares

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

Sep 11, 2024

BUY
$55.45 - $57.39 $1.66 Million - $1.71 Million
29,879 Added 106.68%
57,886 $3.28 Million
Q1 2024

Apr 24, 2024

BUY
$54.75 - $57.86 $818,567 - $865,064
14,951 Added 114.51%
28,007 $1.62 Million
Q4 2023

Mar 28, 2024

BUY
$51.51 - $55.33 $246,269 - $264,532
4,781 Added 57.78%
13,056 $717,000
Q3 2023

Oct 17, 2023

BUY
$53.5 - $55.92 $147,178 - $153,835
2,751 Added 49.8%
8,275 $443,000
Q2 2023

Jul 21, 2023

BUY
$53.85 - $55.4 $77,705 - $79,942
1,443 Added 35.36%
5,524 $305,000
Q1 2023

Apr 18, 2023

BUY
$52.13 - $55.7 $39,306 - $41,997
754 Added 22.66%
4,081 $222,000
Q4 2022

Jan 17, 2023

BUY
$50.88 - $56.78 $74,030 - $82,614
1,455 Added 77.72%
3,327 $0
Q3 2022

Oct 13, 2022

BUY
$51.23 - $57.83 $53,535 - $60,432
1,045 Added 126.36%
1,872 $96,000
Q2 2022

Jul 15, 2022

BUY
$52.86 - $62.23 $26,800 - $31,550
507 Added 158.44%
827 $46,000
Q3 2021

Oct 27, 2021

BUY
$59.61 - $62.63 $19,075 - $20,041
320 New
320 $19,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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