American Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

American Financial Advisors, LLC

  • $681 Million
  • Q4 2024

A detailed history of American Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, American Financial Advisors, LLC holds 10,543 shares of JEPI stock, worth $623,829. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,543
Previous 10,401 1.37%
Holding current value
$623,829
Previous $618,000 1.94%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$57.53 - $60.83 $8,169 - $8,637
142 Added 1.37%
10,543 $606,000
Q3 2024

Oct 25, 2024
SELL
$54.98 - $59.51 $79,995 - $86,587
-1,455 Reduced 12.27%
10,401 $618,000
Q2 2024

Jul 24, 2024
SELL
$55.45 - $57.39 $32,271 - $33,400
-582 Reduced 4.68%
11,856 $671,000
Q1 2024

Apr 22, 2024
BUY
$54.75 - $57.86 $121,490 - $128,391
2,219 Added 21.71%
12,438 $719,000
Q4 2023

Jan 31, 2024
BUY
$51.51 - $55.33 $312,717 - $335,908
6,071 Added 146.36%
10,219 $561,000
Q3 2023

Nov 14, 2023
BUY
$53.5 - $55.92 $221,918 - $231,956
4,148 New
4,148 $222,000

Others Institutions Holding JEPI

# of Institutions
1,302
Shares Held
301M
Call Options Held
284K
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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