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

Prosperity Consulting Group, LLC

$1.27 Billion
Q1 2025

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 763,976 shares of JEPI stock, worth $42.7 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares

763,976

Previous 710,119 7.58%

Holding current value

$42.7 Million

Previous $40.9 Million 6.85%

% of portfolio

3.43%

Previous 3.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$56.17 - $59.71 $3.03 Million - $3.22 Million	53,857 Added 7.58%	763,976 $43.7 Million
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

1,367

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

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