Srs Capital Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Srs Capital Advisors, Inc.

$1.5 Billion
Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 957 shares of JEPI stock, worth $56,262. This represents 0.0% of its overall portfolio holdings.

Number of Shares

957

Previous 938 2.03%

Holding current value

$56,262

Previous $55,000 -0.0%

% of portfolio

0.0%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$57.53 - $60.83 $1,093 - $1,155	19 Added 2.03%	957 $55,000
Q3 2024 Nov 06, 2024	SELL	$54.98 - $59.51 $69,769 - $75,518	-1,269 Reduced 57.5%	938 $55,000
Q2 2024 Aug 06, 2024	BUY	$55.45 - $57.39 $887 - $918	16 Added 0.73%	2,207 $125,000
Q1 2024 May 14, 2024	SELL	$54.75 - $57.86 $5,858 - $6,191	-107 Reduced 4.66%	2,191 $126,000
Q4 2023 Feb 06, 2024	BUY	$51.51 - $55.33 $618 - $663	12 Added 0.52%	2,298 $126,000
Q4 2022 Feb 24, 2023	BUY	$50.88 - $56.78 $44,570 - $49,739	876 Added 62.13%	2,286 $124,000
Q3 2022 Nov 03, 2022	BUY	$51.23 - $57.83 $72,234 - $81,540	1,410 New	1,410 $72,000
Q2 2022 Aug 22, 2022	SELL	$52.86 - $62.23 $44,931 - $52,895	-850 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$58.11 - $63.04 $49,393 - $53,584	850 New	850 $52,000

Others Institutions Holding JEPI

# of Institutions

1,245

Shares Held

290M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Srs Capital Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History