Prosperity Consulting Group, LLC J P Morgan Exchange Traded Fd Transaction History

Prosperity Consulting Group, LLC

  • $1.31 Billion
  • Q4 2024

A detailed history of Prosperity Consulting Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Prosperity Consulting Group, LLC holds 710,119 shares of JEPI stock, worth $40.6 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
710,119
Previous 652,445 8.84%
Holding current value
$40.6 Million
Previous $38.8 Million 5.22%
% of portfolio
3.13%
Previous 3.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$57.53 - $60.83 $3.32 Million - $3.51 Million
57,674 Added 8.84%
710,119 $40.9 Million
Q3 2024

Oct 15, 2024
BUY
$54.98 - $59.51 $4.12 Million - $4.46 Million
74,896 Added 12.97%
652,445 $38.8 Million
Q2 2024

Aug 08, 2024
BUY
$55.45 - $57.39 $8.25 Million - $8.54 Million
148,730 Added 34.68%
577,549 $32.7 Million
Q1 2024

May 01, 2024
BUY
$54.75 - $57.86 $8.39 Million - $8.86 Million
153,181 Added 55.57%
428,819 $24.8 Million
Q4 2023

Feb 13, 2024
BUY
$51.51 - $55.33 $9.71 Million - $10.4 Million
188,577 Added 216.6%
275,638 $15.2 Million
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $1.07 Million - $1.12 Million
20,092 Added 30.0%
87,061 $4.66 Million
Q2 2023

Jul 25, 2023
BUY
$53.85 - $55.4 $398,113 - $409,572
7,393 Added 12.41%
66,969 $3.71 Million
Q1 2023

Apr 24, 2023
BUY
$52.13 - $55.7 $1.59 Million - $1.7 Million
30,514 Added 105.0%
59,576 $3.25 Million
Q4 2022

Feb 08, 2023
BUY
$50.88 - $56.78 $877,069 - $978,773
17,238 Added 145.79%
29,062 $1.58 Million
Q3 2022

Oct 17, 2022
BUY
$51.23 - $57.83 $605,743 - $683,781
11,824 New
11,824 $606,000

Others Institutions Holding JEPI

# of Institutions
1,329
Shares Held
303M
Call Options Held
179K
Put Options Held
309K
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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