A detailed history of Bts Asset Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bts Asset Management, Inc. holds 11,237 shares of JEPI stock, worth $665,679. This represents 0.64% of its overall portfolio holdings.

Number of Shares
11,237
Holding current value
$665,679
% of portfolio
0.64%

Shares

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

Oct 22, 2024

BUY
$54.98 - $59.51 $617,810 - $668,713
11,237 New
11,237 $668,000
Q3 2023

Oct 10, 2023

SELL
$53.5 - $55.92 $25,305 - $26,450
-473 Reduced 3.76%
12,096 $647,000
Q2 2023

Jul 10, 2023

BUY
$53.85 - $55.4 $168,981 - $173,845
3,138 Added 33.27%
12,569 $695,000
Q1 2023

Apr 05, 2023

SELL
$52.13 - $55.7 $13,866 - $14,816
-266 Reduced 2.74%
9,431 $514,000
Q4 2022

Feb 02, 2023

BUY
$50.88 - $56.78 $213,543 - $238,305
4,197 Added 76.31%
9,697 $528,000
Q3 2022

Nov 08, 2022

BUY
$51.23 - $57.83 $281,765 - $318,065
5,500 New
5,500 $317,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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