Tiemann Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Tiemann Investment Advisors, LLC

  • $224 Million
  • Q4 2024

A detailed history of Tiemann Investment Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tiemann Investment Advisors, LLC holds 3,225 shares of JEPI stock, worth $184,179. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,225
Previous 3,725 13.42%
Holding current value
$184,179
Previous $221,000 16.29%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Feb 07, 2025
SELL
$57.53 - $60.83 $28,765 - $30,415
-500 Reduced 13.42%
3,225 $185,000
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $10,950 - $11,572
200 Added 5.67%
3,725 $215,000
Q4 2023

Feb 14, 2024
SELL
$51.51 - $55.33 $60,524 - $65,012
-1,175 Reduced 25.0%
3,525 $193,000
Q2 2023

Aug 11, 2023
SELL
$53.85 - $55.4 $10,770 - $11,080
-200 Reduced 4.08%
4,700 $260,000
Q1 2023

May 11, 2023
BUY
$52.13 - $55.7 $53,433 - $57,092
1,025 Added 26.45%
4,900 $267,000
Q4 2022

Feb 14, 2023
SELL
$50.88 - $56.78 $101,760 - $113,560
-2,000 Reduced 34.04%
3,875 $211,000
Q3 2022

Nov 15, 2022
BUY
$51.23 - $57.83 $10,246 - $11,566
200 Added 3.52%
5,875 $301,000
Q2 2022

Aug 12, 2022
BUY
$52.86 - $62.23 $13,215 - $15,557
250 Added 4.61%
5,675 $315,000
Q1 2022

May 13, 2022
BUY
$58.11 - $63.04 $2,905 - $3,152
50 Added 0.93%
5,425 $333,000
Q4 2021

Feb 14, 2022
BUY
$59.34 - $63.61 $14,835 - $15,902
250 Added 4.88%
5,375 $340,000
Q3 2021

Nov 15, 2021
BUY
$59.61 - $62.63 $305,501 - $320,978
5,125 New
5,125 $306,000

Others Institutions Holding JEPI

# of Institutions
1,328
Shares Held
303M
Call Options Held
179K
Put Options Held
309K
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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