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

Rollins Financial Advisors, LLC

  • $574 Billion
  • Q1 2025

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 7,566 shares of JEPI stock, worth $433,683. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,566
Previous 7,814 3.17%
Holding current value
$433,683
Previous $450 Million 3.83%
% of portfolio
0.08%
Previous 0.07%

Shares

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

May 09, 2025
SELL
$56.17 - $59.71 $13,930 - $14,808
-248 Reduced 3.17%
7,566 $432 Million
Q4 2024

Feb 13, 2025
BUY
$57.53 - $60.83 $24,565 - $25,974
427 Added 5.78%
7,814 $450 Million
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
1,386
Shares Held
732M
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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