A detailed history of Rothschild Investment Corp transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rothschild Investment Corp holds 143,852 shares of JEPI stock, worth $8.37 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
143,852
Previous 139,466 3.14%
Holding current value
$8.37 Million
Previous $7.72 Million 0.16%
% of portfolio
0.65%
Previous 0.64%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 16, 2023

BUY
$53.5 - $55.92 $234,651 - $245,265
4,386 Added 3.14%
143,852 $7.71 Million
Q2 2023

Jul 18, 2023

BUY
$53.85 - $55.4 $280,235 - $288,301
5,204 Added 3.88%
139,466 $7.72 Million
Q1 2023

Apr 24, 2023

BUY
$52.13 - $55.7 $783,096 - $836,725
15,022 Added 12.6%
134,262 $7.33 Million
Q4 2022

Jan 19, 2023

BUY
$50.88 - $56.78 $1.57 Million - $1.76 Million
30,938 Added 35.04%
119,240 $6.5 Million
Q3 2022

Oct 21, 2022

BUY
$51.23 - $57.83 $2.35 Million - $2.66 Million
45,928 Added 108.39%
88,302 $4.52 Million
Q2 2022

Jul 12, 2022

BUY
$52.86 - $62.23 $2.24 Million - $2.64 Million
42,374 New
42,374 $2.35 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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