Private Client Services, LLC J P Morgan Exchange Traded Fd Transaction History

Private Client Services, LLC

$186 Billion
Q4 2024

A detailed history of Private Client Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Private Client Services, LLC holds 40,513 shares of JEPI stock, worth $2.4 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

40,513

Previous 37,114 9.16%

Holding current value

$2.4 Million

Previous $2.21 Billion 5.52%

% of portfolio

1.25%

Previous 1.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	BUY	$57.53 - $60.83 $195,544 - $206,761	3,399 Added 9.16%	40,513 $2.33 Billion
Q3 2024 Oct 03, 2024	SELL	$54.98 - $59.51 $450,945 - $488,101	-8,202 Reduced 18.1%	37,114 $2.21 Billion
Q2 2024 Jul 29, 2024	SELL	$55.45 - $57.39 $285,234 - $295,214	-5,144 Reduced 10.19%	45,316 $2.57 Billion
Q1 2024 May 10, 2024	SELL	$54.75 - $57.86 $13,578 - $14,349	-248 Reduced 0.49%	50,460 $2.92 Billion
Q4 2023 Jan 30, 2024	BUY	$51.51 - $55.33 $2.61 Million - $2.81 Million	50,708 New	50,708 $2.79 Billion

Others Institutions Holding JEPI

# of Institutions

1,302

Shares Held

301M

Call Options Held

284K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Private Client Services, LLC J P Morgan Exchange Traded Fd Transaction History