Optimum Investment Advisors J P Morgan Exchange Traded Fd Transaction History

Optimum Investment Advisors

  • $223 Million
  • Q2 2025

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 $90,810. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,594
Previous 1,594 -0.0%
Holding current value
$90,810
Previous $91,000 1.1%
% of portfolio
0.04%
Previous 0.04%

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
1,402
Shares Held
747M
Call Options Held
839K
Put Options Held
634K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email