Retirement Financial Solutions, LLC J P Morgan Exchange Traded Fd Transaction History

Retirement Financial Solutions, LLC

  • $195 Billion
  • Q1 2024

A detailed history of Retirement Financial Solutions, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 126,901 shares of JEPI stock, worth $7.15 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares
126,901
Previous 125,239 1.33%
Holding current value
$7.15 Million
Previous $6.89 Billion 6.63%
% of portfolio
3.77%
Previous 3.9%

Shares

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

May 10, 2024
BUY
$54.75 - $57.86 $90,994 - $96,163
1,662 Added 1.33%
126,901 $7.34 Billion
Q4 2023

Jan 18, 2024
BUY
$51.51 - $55.33 $5.36 Million - $5.75 Million
104,012 Added 490.0%
125,239 $6.89 Billion
Q3 2023

Oct 20, 2023
BUY
$53.5 - $55.92 $1.14 Million - $1.19 Million
21,227 New
21,227 $1.14 Billion

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
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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