Prospera Financial Services Inc J P Morgan Exchange Traded Fd Transaction History

Prospera Financial Services Inc

$4.16 Billion
Q4 2024

A detailed history of Prospera Financial Services Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Prospera Financial Services Inc holds 467,001 shares of JEPI stock, worth $27.7 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

467,001

Previous 440,590 5.99%

Holding current value

$27.7 Million

Previous $26.2 Million 2.47%

% of portfolio

0.65%

Previous 0.69%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$57.53 - $60.83 $1.52 Million - $1.61 Million	26,411 Added 5.99%	467,001 $26.9 Million
Q3 2024 Nov 07, 2024	BUY	$54.98 - $59.51 $471,948 - $510,833	8,584 Added 1.99%	440,590 $26.2 Million
Q2 2024 Aug 13, 2024	BUY	$55.45 - $57.39 $2.77 Million - $2.87 Million	49,973 Added 13.08%	432,006 $24.5 Million
Q1 2024 Aug 13, 2024	BUY	$54.75 - $57.86 $629,406 - $665,158	11,496 Added 2.66%	443,502 $25.7 Million
Q4 2023 Feb 14, 2024	SELL	$51.51 - $55.33 $3.98 Million - $4.28 Million	-77,345 Reduced 16.84%	382,033 $21 Million
Q3 2023 Nov 13, 2023	BUY	$53.5 - $55.92 $2.77 Million - $2.9 Million	51,833 Added 12.72%	459,378 $24.6 Million
Q2 2023 Aug 08, 2023	BUY	$53.85 - $55.4 $1.38 Million - $1.41 Million	25,537 Added 6.68%	407,545 $22.5 Million
Q1 2023 May 12, 2023	BUY	$52.13 - $55.7 $2.91 Million - $3.11 Million	55,826 Added 17.11%	382,008 $20.9 Million
Q4 2022 Feb 08, 2023	BUY	$50.88 - $56.78 $9.95 Million - $11.1 Million	195,497 Added 149.59%	326,182 $17.8 Million
Q3 2022 Oct 27, 2022	SELL	$51.23 - $57.83 $11.9 Million - $13.4 Million	-231,913 Reduced 63.96%	130,685 $6.7 Million
Q2 2022 Aug 08, 2022	BUY	$52.86 - $62.23 $702,456 - $826,974	13,289 Added 3.8%	362,598 $20.1 Million
Q1 2022 May 04, 2022	BUY	$58.11 - $63.04 $19.7 Million - $21.4 Million	339,024 Added 3296.3%	349,309 $21.4 Million
Q4 2021 Feb 10, 2022	BUY	$59.34 - $63.61 $610,311 - $654,228	10,285 New	10,285 $650,000

Others Institutions Holding JEPI

# of Institutions

1,320

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Prospera Financial Services Inc J P Morgan Exchange Traded Fd Transaction History