Pfg Investments, LLC J P Morgan Exchange Traded Fd Transaction History

Pfg Investments, LLC

$1.65 Trillion
Q1 2024

A detailed history of Pfg Investments, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pfg Investments, LLC holds 87,851 shares of JEPI stock, worth $4.95 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

87,851

Previous 21,048 317.38%

Holding current value

$4.95 Million

Previous $1.16 Billion 339.25%

% of portfolio

0.31%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$54.75 - $57.86 $3.66 Million - $3.87 Million	66,803 Added 317.38%	87,851 $5.08 Billion
Q4 2023 Jan 17, 2024	SELL	$51.51 - $55.33 $44,607 - $47,915	-866 Reduced 3.95%	21,048 $1.16 Billion
Q3 2023 Nov 06, 2023	BUY	$53.5 - $55.92 $87,847 - $91,820	1,642 Added 8.1%	21,914 $1.17 Billion
Q2 2023 Aug 03, 2023	BUY	$53.85 - $55.4 $402,205 - $413,782	7,469 Added 58.34%	20,272 $1.12 Billion
Q1 2023 May 11, 2023	BUY	$52.13 - $55.7 $667,420 - $713,127	12,803 New	12,803 $699 Million

Others Institutions Holding JEPI

# of Institutions

1,088

Shares Held

272M

Call Options Held

311K

Put Options Held

428K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Investments, LLC with notifications on news.

Account

Pfg Investments, LLC J P Morgan Exchange Traded Fd Transaction History