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

Southland Equity Partners LLC

$430 Billion
Q4 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 7,535 shares of JEPI stock, worth $444,338. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,535

Previous 7,195 4.73%

Holding current value

$444,338

Previous $428 Million 1.23%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$57.53 - $60.83 $19,560 - $20,682	340 Added 4.73%	7,535 $433 Million
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

1,219

Shares Held

284M

Call Options Held

307K

Put Options Held

344K

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About J P MORGAN EXCHANGE-TRADED FD

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