Southland Equity Partners LLC J P Morgan Exchange Traded Fd Transaction History

Southland Equity Partners LLC

  • $411 Billion
  • Q3 2024

A detailed history of Southland Equity Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Southland Equity Partners LLC holds 7,195 shares of JEPI stock, worth $413,640. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,195
Previous 9,050 20.5%
Holding current value
$413,640
Previous $513 Million 16.53%
% of portfolio
0.1%
Previous 0.15%

Shares

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

Oct 15, 2024
SELL
$54.98 - $59.51 $101,987 - $110,391
-1,855 Reduced 20.5%
7,195 $428 Million
Q2 2024

Jul 12, 2024
SELL
$55.45 - $57.39 $32,050 - $33,171
-578 Reduced 6.0%
9,050 $513 Million
Q1 2024

Apr 12, 2024
SELL
$54.75 - $57.86 $985 - $1,041
-18 Reduced 0.19%
9,628 $557 Million
Q4 2023

Jan 09, 2024
BUY
$51.51 - $55.33 $193,677 - $208,040
3,760 Added 63.88%
9,646 $530 Million
Q3 2023

Jan 02, 2024
BUY
$53.5 - $55.92 $117,860 - $123,191
2,203 Added 59.82%
5,886 $315 Million
Q2 2023

Jan 02, 2024
BUY
$53.85 - $55.4 $198,329 - $204,038
3,683 New
3,683 $204 Million

Others Institutions Holding JEPI

# of Institutions
1,172
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Southland Equity Partners LLC Portfolio

Follow Southland Equity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Southland Equity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Southland Equity Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email