Personal Cfo Solutions, LLC J P Morgan Exchange Traded Fd Transaction History

Personal Cfo Solutions, LLC

  • $636 Million
  • Q2 2024

A detailed history of Personal Cfo Solutions, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 9,644 shares of JEPI stock, worth $572,950. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,644
Previous 10,150 4.99%
Holding current value
$572,950
Previous $587,000 6.98%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Aug 09, 2024
SELL
$55.45 - $57.39 $28,057 - $29,039
-506 Reduced 4.99%
9,644 $546,000
Q1 2024

May 13, 2024
SELL
$54.75 - $57.86 $4.97 Million - $5.25 Million
-90,744 Reduced 89.94%
10,150 $587,000
Q4 2023

Feb 13, 2024
SELL
$51.51 - $55.33 $125,426 - $134,728
-2,435 Reduced 2.36%
100,894 $5.55 Million
Q3 2023

Nov 13, 2023
SELL
$53.5 - $55.92 $439,395 - $459,270
-8,213 Reduced 7.36%
103,329 $5.53 Million
Q2 2023

Aug 10, 2023
BUY
$53.85 - $55.4 $162,142 - $166,809
3,011 Added 2.77%
111,542 $6.17 Million
Q1 2023

May 09, 2023
BUY
$52.13 - $55.7 $344,058 - $367,620
6,600 Added 6.47%
108,531 $5.93 Million
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $202,298 - $225,757
3,976 Added 4.06%
101,931 $5.55 Million
Q3 2022

Nov 01, 2022
BUY
$51.23 - $57.83 $16,393 - $18,505
320 Added 0.33%
97,955 $5.02 Million
Q2 2022

Aug 05, 2022
BUY
$52.86 - $62.23 $95,148 - $112,014
1,800 Added 1.88%
97,635 $5.41 Million
Q1 2022

May 02, 2022
BUY
$58.11 - $63.04 $5.57 Million - $6.04 Million
95,835 New
95,835 $5.88 Million

Others Institutions Holding JEPI

# of Institutions
1,133
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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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