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

Squire Investment Management Company, LLC

  • $227 Billion
  • Q4 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 5,649 shares of JEPI stock, worth $333,121. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,649
Previous 4,985 13.32%
Holding current value
$333,121
Previous $297 Million 9.55%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$57.53 - $60.83 $38,199 - $40,391
664 Added 13.32%
5,649 $325 Million
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
1,215
Shares Held
283M
Call Options Held
307K
Put Options Held
344K
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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