Annex Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History

Annex Advisory Services, LLC

  • $2.96 Billion
  • Q4 2024

A detailed history of Annex Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Annex Advisory Services, LLC holds 15,868 shares of JEPI stock, worth $903,841. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,868
Previous 13,669 16.09%
Holding current value
$903,841
Previous $813,000 12.18%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 16, 2025
BUY
$57.53 - $60.83 $126,508 - $133,765
2,199 Added 16.09%
15,868 $912,000
Q3 2024

Oct 10, 2024
SELL
$54.98 - $59.51 $1,374 - $1,487
-25 Reduced 0.18%
13,669 $813,000
Q2 2024

Jul 12, 2024
BUY
$55.45 - $57.39 $1,386 - $1,434
25 Added 0.18%
13,694 $776,000
Q4 2023

Feb 13, 2024
BUY
$51.51 - $55.33 $482,545 - $518,331
9,368 Added 217.81%
13,669 $751,000
Q3 2023

Oct 31, 2023
BUY
$53.5 - $55.92 $230,103 - $240,511
4,301 New
4,301 $230,000

Others Institutions Holding JEPI

# of Institutions
1,328
Shares Held
304M
Call Options Held
179K
Put Options Held
309K
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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