Srs Capital Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Srs Capital Advisors, Inc.

  • $901 Million
  • Q1 2024

A detailed history of Srs Capital Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 2,191 shares of JEPI stock, worth $124,799. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,191
Previous 2,298 4.66%
Holding current value
$124,799
Previous $126,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$54.75 - $57.86 $5,858 - $6,191
-107 Reduced 4.66%
2,191 $126,000
Q4 2023

Feb 06, 2024
BUY
$51.51 - $55.33 $618 - $663
12 Added 0.52%
2,298 $126,000
Q4 2022

Feb 24, 2023
BUY
$53.56 - $56.78 $46,918 - $49,739
876 Added 62.13%
2,286 $124,000
Q3 2022

Nov 03, 2022
BUY
N/A
1,410 New
1,410 $72,000
Q2 2022

Aug 22, 2022
SELL
N/A
-850 Closed
0 $0
Q1 2022

May 12, 2022
BUY
N/A
850 New
850 $52,000

Others Institutions Holding JEPI

# of Institutions
1,103
Shares Held
274M
Call Options Held
311K
Put Options Held
428K
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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