Resonant Capital Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Resonant Capital Advisors, LLC

  • $1.17 Billion
  • Q1 2024

A detailed history of Resonant Capital Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 114,125 shares of JEPI stock, worth $6.48 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
114,125
Previous 104,931 8.76%
Holding current value
$6.48 Million
Previous $5.77 Million 14.46%
% of portfolio
0.57%
Previous 0.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$54.75 - $57.86 $503,371 - $531,964
9,194 Added 8.76%
114,125 $6.6 Million
Q4 2023

Jan 31, 2024
BUY
$51.51 - $55.33 $5.4 Million - $5.81 Million
104,931 New
104,931 $5.77 Million

Others Institutions Holding JEPI

# of Institutions
1,098
Shares Held
275M
Call Options Held
311K
Put Options Held
428K
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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