A detailed history of Seven Bridge Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 72,470 shares of JEPI stock, worth $4.22 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
72,470
Previous 71,271 1.68%
Holding current value
$4.22 Million
Previous $4.04 Million 6.76%
% of portfolio
0.78%
Previous 0.87%

Shares

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

Nov 12, 2024

BUY
$54.98 - $59.51 $65,921 - $71,352
1,199 Added 1.68%
72,470 $4.31 Million
Q2 2024

Aug 09, 2024

BUY
$55.45 - $57.39 $327,376 - $338,830
5,904 Added 9.03%
71,271 $4.04 Million
Q1 2024

May 10, 2024

BUY
$54.75 - $57.86 $168,465 - $178,035
3,077 Added 4.94%
65,367 $3.78 Million
Q4 2023

Jan 22, 2024

BUY
$51.51 - $55.33 $149,585 - $160,678
2,904 Added 4.89%
62,290 $3.42 Million
Q3 2023

Oct 25, 2023

BUY
$53.5 - $55.92 $428,481 - $447,863
8,009 Added 15.59%
59,386 $3.18 Million
Q2 2023

Jul 26, 2023

BUY
$53.85 - $55.4 $1.61 Million - $1.65 Million
29,839 Added 138.54%
51,377 $2.84 Million
Q1 2023

Apr 20, 2023

BUY
$52.13 - $55.7 $297,922 - $318,325
5,715 Added 36.12%
21,538 $1.18 Million
Q4 2022

Jan 26, 2023

BUY
$50.88 - $56.78 $805,074 - $898,429
15,823 New
15,823 $0

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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