Souders Financial Advisors J P Morgan Exchange Traded Fd Transaction History

Souders Financial Advisors

$639 Million
Q2 2024

A detailed history of Souders Financial Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Souders Financial Advisors holds 16,185 shares of JEPI stock, worth $946,336. This represents 0.14% of its overall portfolio holdings.

Number of Shares

16,185

Previous 14,222 13.8%

Holding current value

$946,336

Previous $822,000 11.56%

% of portfolio

0.14%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 28, 2024	BUY	$55.45 - $57.39 $108,848 - $112,656	1,963 Added 13.8%	16,185 $917,000
Q1 2024 May 08, 2024	BUY	$54.75 - $57.86 $61,648 - $65,150	1,126 Added 8.6%	14,222 $822,000
Q4 2023 Jan 24, 2024	SELL	$51.51 - $55.33 $22,200 - $23,847	-431 Reduced 3.19%	13,096 $720,000
Q3 2023 Nov 06, 2023	BUY	$53.5 - $55.92 $108,070 - $112,958	2,020 Added 17.55%	13,527 $724,000
Q2 2023 Aug 09, 2023	BUY	$53.85 - $55.4 $619,651 - $637,487	11,507 New	11,507 $636,000
Q4 2022 Feb 13, 2023	BUY	$50.88 - $56.78 $72,860 - $81,308	1,432 Added 16.53%	10,096 $550,000
Q3 2022 Nov 10, 2022	BUY	$51.23 - $57.83 $443,856 - $501,039	8,664 New	8,664 $444,000

Others Institutions Holding JEPI

# of Institutions

1,139

Shares Held

271M

Call Options Held

283K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Souders Financial Advisors J P Morgan Exchange Traded Fd Transaction History