Ancora Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Ancora Advisors, LLC

$4.08 Billion
Q4 2024

A detailed history of Ancora Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ancora Advisors, LLC holds 40,081 shares of JEPI stock, worth $2.25 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

40,081

Previous 41,333 3.03%

Holding current value

$2.25 Million

Previous $2.46 Million 6.26%

% of portfolio

0.06%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$57.53 - $60.83 $72,027 - $76,159	-1,252 Reduced 3.03%	40,081 $2.31 Million
Q3 2024 Nov 14, 2024	SELL	$54.98 - $59.51 $6,102 - $6,605	-111 Reduced 0.27%	41,333 $2.46 Million
Q2 2024 Aug 14, 2024	BUY	$55.45 - $57.39 $73,859 - $76,443	1,332 Added 3.32%	41,444 $2.35 Million
Q1 2024 May 15, 2024	BUY	$54.75 - $57.86 $314,648 - $332,521	5,747 Added 16.72%	40,112 $2.32 Million
Q4 2023 Feb 14, 2024	BUY	$51.51 - $55.33 $629,761 - $676,464	12,226 Added 55.22%	34,365 $1.89 Million
Q3 2023 Nov 14, 2023	BUY	$53.5 - $55.92 $40,018 - $41,828	748 Added 3.5%	22,139 $1.19 Million
Q2 2023 Aug 14, 2023	BUY	$53.85 - $55.4 $59,773 - $61,494	1,110 Added 5.47%	21,391 $1.18 Million
Q1 2023 May 15, 2023	SELL	$52.13 - $55.7 $1.12 Million - $1.2 Million	-21,502 Reduced 51.46%	20,281 $1.11 Million
Q4 2022 Feb 14, 2023	BUY	$50.88 - $56.78 $1.28 Million - $1.43 Million	25,172 Added 151.54%	41,783 $2.28 Million
Q3 2022 Nov 14, 2022	BUY	$51.23 - $57.83 $607,024 - $685,227	11,849 Added 248.82%	16,611 $851,000
Q2 2022 Aug 15, 2022	BUY	$52.86 - $62.23 $79,554 - $93,656	1,505 Added 46.21%	4,762 $264,000
Q1 2022 May 16, 2022	BUY	$58.11 - $63.04 $189,264 - $205,321	3,257 New	3,257 $200,000

Others Institutions Holding JEPI

# of Institutions

1,327

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Ancora Advisors, LLC J P Morgan Exchange Traded Fd Transaction History