Shepherd Kaplan Krochuk, LLC J P Morgan Exchange Traded Fd Transaction History

Shepherd Kaplan Krochuk, LLC

  • $121 Million
  • Q1 2024

A detailed history of Shepherd Kaplan Krochuk, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Shepherd Kaplan Krochuk, LLC holds 79,941 shares of JEPI stock, worth $4.53 Million. This represents 3.82% of its overall portfolio holdings.

Number of Shares
79,941
Previous 55,137 44.99%
Holding current value
$4.53 Million
Previous $2.95 Million 56.62%
% of portfolio
3.82%
Previous 2.67%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $1.36 Million - $1.44 Million
24,804 Added 44.99%
79,941 $4.63 Million
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $2.95 Million - $3.08 Million
55,137 New
55,137 $2.95 Million

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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