Optimum Investment Advisors J P Morgan Exchange Traded Fd Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Optimum Investment Advisors holds 1,594 shares of JEPI stock, worth $96,723. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,594
Previous 1,294 23.18%
Holding current value
$96,723
Previous $73,000 28.77%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 16, 2024
BUY
$54.98 - $59.51 $16,494 - $17,853
300 Added 23.18%
1,594 $94,000
Q1 2024

Apr 11, 2024
BUY
$54.75 - $57.86 $54,421 - $57,512
994 Added 331.33%
1,294 $74,000
Q1 2023

May 03, 2023
SELL
$52.13 - $55.7 $31,278 - $33,420
-600 Reduced 66.67%
300 $16,000
Q3 2022

Oct 24, 2022
SELL
$51.23 - $57.83 $10,246 - $11,566
-200 Reduced 18.18%
900 $46,000
Q4 2021

Mar 17, 2022
BUY
$59.34 - $63.61 $11,868 - $12,722
200 Added 22.22%
1,100 $70,000
Q3 2021

Oct 22, 2021
BUY
$59.61 - $62.63 $53,649 - $56,367
900 New
900 $54,000

Others Institutions Holding JEPI

# of Institutions
1,168
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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