A detailed history of Samalin Investment Counsel, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 9,946 shares of JEPI stock, worth $598,351. This represents 0.27% of its overall portfolio holdings.

Number of Shares
9,946
Previous 8,235 20.78%
Holding current value
$598,351
Previous $466,000 26.82%
% of portfolio
0.27%
Previous 0.23%

Shares

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

Nov 13, 2024

BUY
$54.98 - $59.51 $94,070 - $101,821
1,711 Added 20.78%
9,946 $591,000
Q2 2024

Aug 13, 2024

BUY
$55.45 - $57.39 $831 - $860
15 Added 0.18%
8,235 $466,000
Q1 2024

May 13, 2024

BUY
$54.75 - $57.86 $14,016 - $14,812
256 Added 3.21%
8,220 $475,000
Q4 2023

Feb 14, 2024

SELL
$51.51 - $55.33 $44,453 - $47,749
-863 Reduced 9.78%
7,964 $437,000
Q3 2023

Nov 13, 2023

SELL
$53.5 - $55.92 $10,004 - $10,457
-187 Reduced 2.07%
8,827 $472,000
Q2 2023

Aug 03, 2023

BUY
$53.85 - $55.4 $222,831 - $229,245
4,138 Added 84.86%
9,014 $498,000
Q1 2023

May 09, 2023

BUY
$52.13 - $55.7 $254,185 - $271,593
4,876 New
4,876 $266,000
Q2 2022

Aug 15, 2022

SELL
$52.86 - $62.23 $82,884 - $97,576
-1,568 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$58.11 - $63.04 $15,864 - $17,209
273 Added 21.08%
1,568 $96.2 Million
Q4 2021

Feb 15, 2022

BUY
$59.34 - $63.61 $76,845 - $82,374
1,295 New
1,295 $81.8 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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