A detailed history of Prosperity Financial Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Prosperity Financial Group, Inc. holds 43,152 shares of JEPI stock, worth $2.57 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
43,152
Previous 42,146 2.39%
Holding current value
$2.57 Million
Previous $2.39 Billion 7.5%
% of portfolio
1.44%
Previous 1.51%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$54.98 - $59.51 $55,309 - $59,867
1,006 Added 2.39%
43,152 $2.57 Billion
Q2 2024

Aug 13, 2024

BUY
$55.45 - $57.39 $97,980 - $101,408
1,767 Added 4.38%
42,146 $2.39 Billion
Q1 2024

May 15, 2024

SELL
$54.75 - $57.86 $1.67 Million - $1.77 Million
-30,533 Reduced 43.06%
40,379 $2.34 Billion
Q4 2023

Feb 14, 2024

SELL
$51.51 - $55.33 $114,558 - $123,053
-2,224 Reduced 3.04%
70,912 $3.9 Billion
Q3 2023

Nov 07, 2023

BUY
$53.5 - $55.92 $1.59 Million - $1.67 Million
29,794 Added 68.74%
73,136 $3.92 Billion
Q2 2023

Sep 12, 2023

BUY
$53.85 - $55.4 $56,811 - $58,447
1,055 Added 2.49%
43,342 $2.4 Billion
Q1 2023

Sep 12, 2023

BUY
$52.13 - $55.7 $721,218 - $770,609
13,835 Added 48.63%
42,287 $2.31 Billion
Q4 2022

Sep 12, 2023

BUY
$50.88 - $56.78 $1.45 Million - $1.62 Million
28,452 New
28,452 $1.55 Billion

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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