Xml Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Xml Financial, LLC

  • $1.05 Billion
  • Q1 2025

A detailed history of Xml Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Xml Financial, LLC holds 16,900 shares of JEPI stock, worth $947,921. This represents 0.09% of its overall portfolio holdings.

Number of Shares
16,900
Previous 6,550 158.02%
Holding current value
$947,921
Previous $376,000 156.65%
% of portfolio
0.09%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$56.17 - $59.71 $581,359 - $617,998
10,350 Added 158.02%
16,900 $965,000
Q4 2024

Jan 17, 2025
BUY
$57.53 - $60.83 $61,844 - $65,392
1,075 Added 19.63%
6,550 $376,000
Q3 2024

Nov 01, 2024
BUY
$54.98 - $59.51 $39,860 - $43,144
725 Added 15.26%
5,475 $325,000
Q2 2024

Jul 22, 2024
BUY
$55.45 - $57.39 $56,392 - $58,365
1,017 Added 27.24%
4,750 $269,000
Q1 2024

May 15, 2024
BUY
$54.75 - $57.86 $204,381 - $215,991
3,733 New
3,733 $215,000

Others Institutions Holding JEPI

# of Institutions
1,369
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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