Squire Investment Management Company, LLC J P Morgan Exchange Traded Fd Transaction History

Squire Investment Management Company, LLC

  • $176 Billion
  • Q2 2024

A detailed history of Squire Investment Management Company, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 4,985 shares of JEPI stock, worth $293,267. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,985
Previous 4,635 7.55%
Holding current value
$293,267
Previous $268 Million 5.36%
% of portfolio
0.16%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$55.45 - $57.39 $19,407 - $20,086
350 Added 7.55%
4,985 $283 Million
Q4 2023

Aug 01, 2024
BUY
$51.51 - $55.33 $238,748 - $256,454
4,635 New
4,635 $255 Million

Others Institutions Holding JEPI

# of Institutions
1,131
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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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