Retirement Guys Formula LLC J P Morgan Exchange Traded Fd Transaction History

Retirement Guys Formula LLC

  • $188 Million
  • Q4 2024

A detailed history of Retirement Guys Formula LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Retirement Guys Formula LLC holds 180,234 shares of JEPI stock, worth $10.6 Million. This represents 5.52% of its overall portfolio holdings.

Number of Shares
180,234
Previous 165,375 8.99%
Holding current value
$10.6 Million
Previous $9.84 Million 5.36%
% of portfolio
5.52%
Previous 4.69%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$57.53 - $60.83 $854,838 - $903,872
14,859 Added 8.99%
180,234 $10.4 Million
Q3 2024

Oct 21, 2024
BUY
$54.98 - $59.51 $710,121 - $768,631
12,916 Added 8.47%
165,375 $9.84 Million
Q2 2024

Aug 01, 2024
BUY
$55.45 - $57.39 $685,140 - $709,110
12,356 Added 8.82%
152,459 $8.64 Million
Q1 2024

Apr 19, 2024
BUY
$54.75 - $57.86 $924,563 - $977,081
16,887 Added 13.71%
140,103 $8.11 Million
Q4 2023

Jan 22, 2024
BUY
$51.51 - $55.33 $509,124 - $546,881
9,884 Added 8.72%
123,216 $6.77 Million
Q3 2023

Oct 13, 2023
BUY
$53.5 - $55.92 $824,167 - $861,447
15,405 Added 15.73%
113,332 $6.07 Million
Q2 2023

Jul 17, 2023
BUY
$53.85 - $55.4 $907,426 - $933,545
16,851 Added 20.78%
97,927 $5.42 Million
Q1 2023

Apr 18, 2023
BUY
$52.13 - $55.7 $199,188 - $212,829
3,821 Added 4.95%
81,076 $4.43 Million
Q4 2022

Feb 13, 2023
BUY
$50.88 - $56.78 $1.03 Million - $1.14 Million
20,156 Added 35.3%
77,255 $4.21 Million
Q3 2022

Nov 02, 2022
BUY
$51.23 - $57.83 $1.1 Million - $1.24 Million
21,418 Added 60.03%
57,099 $2.93 Million
Q2 2022

Jul 22, 2022
BUY
$52.86 - $62.23 $1.89 Million - $2.22 Million
35,681 New
35,681 $1.98 Million

Others Institutions Holding JEPI

# of Institutions
1,215
Shares Held
283M
Call Options Held
307K
Put Options Held
344K
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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