Rollins Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Rollins Financial Advisors, LLC

  • $603 Billion
  • Q3 2024

A detailed history of Rollins Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rollins Financial Advisors, LLC holds 7,387 shares of JEPI stock, worth $442,555. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,387
Previous 5,363 37.74%
Holding current value
$442,555
Previous $304 Million 44.61%
% of portfolio
0.07%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$54.98 - $59.51 $111,279 - $120,448
2,024 Added 37.74%
7,387 $440 Million
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $88,054 - $91,135
1,588 Added 42.07%
5,363 $304 Million
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $206,681 - $218,421
3,775 New
3,775 $218 Million

Others Institutions Holding JEPI

# of Institutions
1,166
Shares Held
279M
Call Options Held
307K
Put Options Held
341K
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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