Van Hulzen Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History

Van Hulzen Asset Management, LLC

  • $1.51 Billion
  • Q1 2024

A detailed history of Van Hulzen Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 32,576 shares of JEPI stock, worth $1.84 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
32,576
Previous 18,202 78.97%
Holding current value
$1.84 Million
Previous $1 Million 88.31%
% of portfolio
0.12%
Previous 0.07%

Shares

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

May 06, 2024
BUY
$54.75 - $57.86 $786,976 - $831,679
14,374 Added 78.97%
32,576 $1.89 Million
Q4 2023

Feb 07, 2024
BUY
$51.51 - $55.33 $51,870 - $55,717
1,007 Added 5.86%
18,202 $1 Million
Q3 2023

Nov 07, 2023
BUY
$53.5 - $55.92 $646,868 - $676,128
12,091 Added 236.89%
17,195 $921,000
Q2 2023

Aug 03, 2023
BUY
$53.85 - $55.4 $274,850 - $282,761
5,104 New
5,104 $282,000

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
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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