Ritter Daniher Financial Advisory LLC J P Morgan Exchange Traded Fd Transaction History

Ritter Daniher Financial Advisory LLC

  • $330 Million
  • Q1 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 159,682 shares of JEPI stock, worth $8.93 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
159,682
Previous 147,788 8.05%
Holding current value
$8.93 Million
Previous $8.5 Million 7.32%
% of portfolio
2.76%
Previous 2.56%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$56.17 - $59.71 $668,085 - $710,190
11,894 Added 8.05%
159,682 $9.12 Million
Q4 2024

Feb 13, 2025
BUY
$57.53 - $60.83 $195,084 - $206,274
3,391 Added 2.35%
147,788 $8.5 Million
Q3 2024

Nov 07, 2024
SELL
$54.98 - $59.51 $420,706 - $455,370
-7,652 Reduced 5.03%
144,397 $8.59 Million
Q2 2024

Aug 12, 2024
BUY
$55.45 - $57.39 $626,474 - $648,392
11,298 Added 8.03%
152,049 $8.62 Million
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $618,346 - $653,470
11,294 Added 8.72%
140,751 $8.14 Million
Q4 2023

Feb 09, 2024
BUY
$51.51 - $55.33 $1.26 Million - $1.35 Million
24,413 Added 23.24%
129,457 $7.12 Million
Q3 2023

Nov 09, 2023
BUY
$53.5 - $55.92 $366,635 - $383,219
6,853 Added 6.98%
105,044 $5.63 Million
Q2 2023

Aug 10, 2023
BUY
$53.85 - $55.4 $620,890 - $638,762
11,530 Added 13.3%
98,191 $5.43 Million
Q1 2023

May 11, 2023
BUY
$52.13 - $55.7 $906,697 - $968,790
17,393 Added 25.11%
86,661 $4.73 Million
Q4 2022

Feb 10, 2023
BUY
$50.88 - $56.78 $3.52 Million - $3.93 Million
69,268 New
69,268 $3.77 Million

Others Institutions Holding JEPI

# of Institutions
1,386
Shares Held
734M
Call Options Held
511K
Put Options Held
363K
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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