A detailed history of Regal Investment Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Regal Investment Advisors LLC holds 138,294 shares of JEPI stock, worth $8.05 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
138,294
Previous 126,523 9.3%
Holding current value
$8.05 Million
Previous $7.17 Million 14.75%
% of portfolio
0.59%
Previous 0.48%

Shares

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

Nov 12, 2024

BUY
$54.98 - $59.51 $647,169 - $700,492
11,771 Added 9.3%
138,294 $8.23 Million
Q2 2024

Aug 14, 2024

BUY
$55.45 - $57.39 $1.43 Million - $1.48 Million
25,859 Added 25.69%
126,523 $7.17 Million
Q1 2024

May 15, 2024

BUY
$54.75 - $57.86 $1.25 Million - $1.32 Million
22,773 Added 29.24%
100,664 $5.82 Million
Q4 2023

Feb 14, 2024

BUY
$51.51 - $55.33 $522,826 - $561,599
10,150 Added 14.98%
77,891 $4.28 Million
Q3 2023

Nov 13, 2023

BUY
$53.5 - $55.92 $346,252 - $361,914
6,472 Added 10.56%
67,741 $3.63 Million
Q2 2023

Aug 11, 2023

BUY
$53.85 - $55.4 $617,767 - $635,548
11,472 Added 23.04%
61,269 $3.39 Million
Q1 2023

May 11, 2023

BUY
$52.13 - $55.7 $1.4 Million - $1.5 Million
26,913 Added 117.61%
49,797 $2.72 Million
Q4 2022

Mar 01, 2023

SELL
$50.88 - $56.78 $13,432 - $14,989
-264 Reduced 1.14%
22,884 $1.25 Million
Q3 2022

Nov 15, 2022

BUY
$51.23 - $57.83 $251,641 - $284,060
4,912 Added 26.94%
23,148 $1.19 Million
Q2 2022

Aug 09, 2022

BUY
$52.86 - $62.23 $403,638 - $475,188
7,636 Added 72.04%
18,236 $1.01 Million
Q1 2022

May 09, 2022

BUY
$58.11 - $63.04 $107,387 - $116,497
1,848 Added 21.12%
10,600 $650,000
Q4 2021

Feb 10, 2022

BUY
$59.34 - $63.61 $38,689 - $41,473
652 Added 8.05%
8,752 $553,000
Q3 2021

Nov 05, 2021

BUY
$59.61 - $62.63 $482,841 - $507,303
8,100 New
8,100 $483,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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