Signature Estate & Investment Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Signature Estate & Investment Advisors LLC

  • $4.32 Billion
  • Q3 2024

A detailed history of Signature Estate & Investment Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 45,783 shares of JEPI stock, worth $2.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
45,783
Previous 38,646 18.47%
Holding current value
$2.7 Million
Previous $2.19 Million 24.38%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 06, 2024
BUY
$54.98 - $59.51 $392,392 - $424,722
7,137 Added 18.47%
45,783 $2.72 Million
Q2 2024

Jul 25, 2024
BUY
$55.45 - $57.39 $513,910 - $531,890
9,268 Added 31.55%
38,646 $2.19 Million
Q1 2024

May 10, 2024
BUY
$54.75 - $57.86 $190,968 - $201,815
3,488 Added 13.47%
29,378 $1.7 Million
Q4 2023

Jan 26, 2024
BUY
$51.51 - $55.33 $192,389 - $206,657
3,735 Added 16.86%
25,890 $1.42 Million
Q3 2023

Oct 25, 2023
SELL
$53.5 - $55.92 $166,813 - $174,358
-3,118 Reduced 12.34%
22,155 $1.19 Million
Q2 2023

Jul 19, 2023
SELL
$53.85 - $55.4 $217,500 - $223,760
-4,039 Reduced 13.78%
25,273 $1.4 Million
Q1 2023

May 03, 2023
BUY
$52.13 - $55.7 $644,639 - $688,786
12,366 Added 72.97%
29,312 $1.6 Million
Q4 2022

Jan 11, 2023
BUY
$50.88 - $56.78 $397,779 - $443,906
7,818 Added 85.65%
16,946 $923,000
Q3 2022

Oct 20, 2022
BUY
$51.23 - $57.83 $22,643 - $25,560
442 Added 5.09%
9,128 $468,000
Q2 2022

Jul 13, 2022
BUY
$52.86 - $62.23 $459,141 - $540,529
8,686 New
8,686 $482,000

Others Institutions Holding JEPI

# of Institutions
1,221
Shares Held
284M
Call Options Held
307K
Put Options Held
344K
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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