Salem Investment Counselors Inc J P Morgan Exchange Traded Fd Transaction History

Salem Investment Counselors Inc

$2.99 Billion
Q4 2024

A detailed history of Salem Investment Counselors Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Salem Investment Counselors Inc holds 1,117 shares of JEPI stock, worth $65,835. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,117

Previous 1,092 2.29%

Holding current value

$65,835

Previous $64,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$57.53 - $60.83 $1,438 - $1,520	25 Added 2.29%	1,117 $64,000
Q3 2024 Oct 15, 2024	SELL	$54.98 - $59.51 $182,808 - $197,870	-3,325 Reduced 75.28%	1,092 $64,000
Q2 2024 Jul 11, 2024	BUY	$55.45 - $57.39 $170,508 - $176,474	3,075 Added 229.14%	4,417 $250,000
Q1 2024 Apr 11, 2024	BUY	$54.75 - $57.86 $10,950 - $11,572	200 Added 17.51%	1,342 $77,000
Q4 2023 Jan 16, 2024	BUY	$51.51 - $55.33 $14,783 - $15,879	287 Added 33.57%	1,142 $62,000
Q3 2023 Oct 04, 2023	BUY	$53.5 - $55.92 $19,688 - $20,578	368 Added 75.56%	855 $45,000
Q1 2023 May 11, 2023	BUY	$52.13 - $55.7 $104 - $111	2 Added 0.41%	487 $26,000
Q4 2022 Feb 15, 2023	BUY	$50.88 - $56.78 $24,676 - $27,538	485 New	485 $26,000

Others Institutions Holding JEPI

# of Institutions

1,205

Shares Held

283M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Salem Investment Counselors Inc J P Morgan Exchange Traded Fd Transaction History