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

Squire Investment Management Company, LLC

  • $210 Billion
  • Q3 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 $299,249. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,985
Previous 4,985 -0.0%
Holding current value
$299,249
Previous $283 Million 4.99%
% of portfolio
0.14%
Previous 0.16%

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
1,147
Shares Held
274M
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
Track This Portfolio

Track Squire Investment Management Company, LLC Portfolio

Follow Squire Investment Management Company, 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 Squire Investment Management Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Squire Investment Management Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email