Truadvice, LLC J P Morgan Exchange Traded Fd Transaction History

Truadvice, LLC

  • $229 Million
  • Q3 2023

A detailed history of Truadvice, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Truadvice, LLC holds 76,360 shares of JEPI stock, worth $4.63 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
76,360
Previous 54,501 40.11%
Holding current value
$4.63 Million
Previous $3.02 Million 35.62%
% of portfolio
1.79%
Previous 1.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $1.17 Million - $1.22 Million
21,859 Added 40.11%
76,360 $4.09 Million
Q2 2023

Aug 11, 2023
BUY
$53.85 - $55.4 $2.35 Million - $2.41 Million
43,549 Added 397.64%
54,501 $3.02 Million
Q1 2023

May 01, 2023
BUY
$52.13 - $55.7 $251,005 - $268,195
4,815 Added 78.46%
10,952 $597,000
Q4 2022

Jan 20, 2023
BUY
$50.88 - $56.78 $312,250 - $348,458
6,137 New
6,137 $0

Others Institutions Holding JEPI

# of Institutions
1,168
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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