Pin Oak Investment Advisors Inc J P Morgan Exchange Traded Fd Transaction History

Pin Oak Investment Advisors Inc

  • $118 Million
  • Q2 2025

A detailed history of Pin Oak Investment Advisors Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pin Oak Investment Advisors Inc holds 500 shares of JEPI stock, worth $28,485. This represents 0.02% of its overall portfolio holdings.

Number of Shares
500
Previous 288 73.61%
Holding current value
$28,485
Previous $28,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$51.14 - $57.0 $10,841 - $12,084
212 Added 73.61%
500 $28,000
Q1 2025

May 07, 2025
BUY
$56.17 - $59.71 $9,829 - $10,449
175 Added 154.87%
288 $28,000
Q3 2024

Nov 13, 2024
SELL
$54.98 - $59.51 $34,527 - $37,372
-628 Reduced 84.75%
113 $6,000
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $2,328 - $2,410
42 Added 6.01%
741 $42,000
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $109 - $115
2 Added 0.29%
699 $40,000
Q4 2023

Feb 14, 2024
BUY
$51.51 - $55.33 $103 - $110
2 Added 0.29%
697 $39,000
Q3 2023

Nov 14, 2023
BUY
$53.5 - $55.92 $107 - $111
2 Added 0.29%
695 $37,000
Q2 2023

Aug 14, 2023
BUY
$53.85 - $55.4 $107 - $110
2 Added 0.29%
693 $38,000
Q1 2023

May 11, 2023
BUY
$52.13 - $55.7 $5,265 - $5,625
101 Added 17.12%
691 $38,000
Q3 2022

Nov 14, 2022
BUY
$51.23 - $57.83 $30,225 - $34,119
590 New
590 $30,000

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
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