Smith Thornton Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Smith Thornton Advisors LLC

  • $161 Billion
  • Q1 2025

A detailed history of Smith Thornton Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Smith Thornton Advisors LLC holds 4,676 shares of JEPI stock, worth $262,276. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,676
Previous 5,071 7.79%
Holding current value
$262,276
Previous $292 Million 8.41%
% of portfolio
0.17%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$56.17 - $59.71 $22,187 - $23,585
-395 Reduced 7.79%
4,676 $267 Million
Q4 2024

Jan 14, 2025
BUY
$57.53 - $60.83 $6,615 - $6,995
115 Added 2.32%
5,071 $292 Million
Q3 2024

Oct 31, 2024
BUY
$54.98 - $59.51 $10,996 - $11,902
200 Added 4.21%
4,956 $295 Million
Q2 2024

Aug 15, 2024
BUY
$55.45 - $57.39 $263,720 - $272,946
4,756 New
4,756 $270 Million

Others Institutions Holding JEPI

# of Institutions
1,367
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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