Private Client Services, LLC J P Morgan Exchange Traded Fd Transaction History

Private Client Services, LLC

  • $186 Billion
  • Q3 2024

A detailed history of Private Client Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Private Client Services, LLC holds 37,114 shares of JEPI stock, worth $2.19 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
37,114
Previous 45,316 18.1%
Holding current value
$2.19 Million
Previous $2.57 Billion 14.01%
% of portfolio
1.19%
Previous 1.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024
SELL
$54.98 - $59.51 $450,945 - $488,101
-8,202 Reduced 18.1%
37,114 $2.21 Billion
Q2 2024

Jul 29, 2024
SELL
$55.45 - $57.39 $285,234 - $295,214
-5,144 Reduced 10.19%
45,316 $2.57 Billion
Q1 2024

May 10, 2024
SELL
$54.75 - $57.86 $13,578 - $14,349
-248 Reduced 0.49%
50,460 $2.92 Billion
Q4 2023

Jan 30, 2024
BUY
$51.51 - $55.33 $2.61 Million - $2.81 Million
50,708 New
50,708 $2.79 Billion

Others Institutions Holding JEPI

# of Institutions
1,140
Shares Held
271M
Call Options Held
283K
Put Options Held
338K
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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