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

Resonant Capital Advisors, LLC

$1.35 Billion
Q4 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 145,666 shares of JEPI stock, worth $8.55 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

145,666

Previous 139,545 4.39%

Holding current value

$8.55 Million

Previous $8.3 Million 0.92%

% of portfolio

0.62%

Previous 0.62%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$57.53 - $60.83 $352,141 - $372,340	6,121 Added 4.39%	145,666 $8.38 Million
Q3 2024 Oct 18, 2024	BUY	$54.98 - $59.51 $414,879 - $449,062	7,546 Added 5.72%	139,545 $8.3 Million
Q2 2024 Aug 01, 2024	BUY	$55.45 - $57.39 $991,113 - $1.03 Million	17,874 Added 15.66%	131,999 $7.48 Million
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

1,229

Shares Held

284M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Resonant Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resonant Capital Advisors, LLC with notifications on news.

Account

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