Simpli Fi, Inc. J P Morgan Exchange Traded Fd Transaction History

Simpli Fi, Inc.

$220 Million
Q3 2024

A detailed history of Simpli Fi, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Simpli Fi, Inc. holds 7,428 shares of JEPI stock, worth $445,902. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,428

Previous 7,296 1.81%

Holding current value

$445,902

Previous $413,000 7.02%

% of portfolio

0.2%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$54.98 - $59.51 $7,257 - $7,855	132 Added 1.81%	7,428 $442,000
Q2 2024 Jul 25, 2024	SELL	$55.45 - $57.39 $19,019 - $19,684	-343 Reduced 4.49%	7,296 $413,000
Q1 2024 Apr 22, 2024	BUY	$54.75 - $57.86 $41,007 - $43,337	749 Added 10.87%	7,639 $441,000
Q3 2023 Oct 10, 2023	BUY	$53.5 - $55.92 $6,527 - $6,822	122 Added 1.8%	6,890 $369,000
Q2 2023 Jul 17, 2023	BUY	$53.85 - $55.4 $121,593 - $125,093	2,258 Added 50.07%	6,768 $374,000
Q1 2023 Apr 19, 2023	BUY	$52.13 - $55.7 $235,106 - $251,207	4,510 New	4,510 $246,000

Others Institutions Holding JEPI

# of Institutions

1,147

Shares Held

274M

Call Options Held

283K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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