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 $190,823. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,225

Previous 3,725 13.42%

Holding current value

$190,823

Previous $221,000 16.29%

% of portfolio

0.08%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,302

Shares Held

301M

Call Options Held

284K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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