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 $8.32 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

145,666

Previous 139,545 4.39%

Holding current value

$8.32 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

1,328

Shares Held

305M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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