A detailed history of Retirement Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Retirement Group, LLC holds 4,136 shares of JEPI stock, worth $248,284. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,136
Previous 3,206 29.01%
Holding current value
$248,284
Previous $176,000 35.8%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Apr 30, 2024

BUY
$54.75 - $57.86 $50,917 - $53,809
930 Added 29.01%
4,136 $239,000
Q4 2023

Feb 14, 2024

BUY
$51.51 - $55.33 $17,873 - $19,199
347 Added 12.14%
3,206 $176,000
Q3 2023

Nov 06, 2023

BUY
$53.5 - $55.92 $33,223 - $34,726
621 Added 27.75%
2,859 $153,000
Q2 2023

Aug 15, 2023

BUY
$53.85 - $55.4 $34,787 - $35,788
646 Added 40.58%
2,238 $123,000
Q1 2023

May 12, 2023

BUY
$52.13 - $55.7 $41,182 - $44,003
790 Added 98.5%
1,592 $87,000
Q4 2022

Feb 15, 2023

BUY
$50.88 - $56.78 $28,543 - $31,853
561 Added 232.78%
802 $44,000
Q3 2022

Nov 14, 2022

BUY
$51.23 - $57.83 $3,637 - $4,105
71 Added 41.76%
241 $12,000
Q2 2022

Aug 04, 2022

BUY
$52.86 - $62.23 $4,493 - $5,289
85 Added 100.0%
170 $9,000
Q2 2021

Aug 17, 2021

BUY
$57.89 - $60.58 $4,920 - $5,149
85 New
85 $5,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Retirement Group, LLC Portfolio

Follow Retirement Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Retirement Group, LLC with notifications on news.