Ehrlich Financial Group J P Morgan Exchange Traded Fd Transaction History

Ehrlich Financial Group

  • $141 Billion
  • Q4 2024

A detailed history of Ehrlich Financial Group transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ehrlich Financial Group holds 57,513 shares of JEPI stock, worth $3.26 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
57,513
Previous 59,653 3.59%
Holding current value
$3.26 Million
Previous $3.55 Billion 6.79%
% of portfolio
2.35%
Previous 2.53%

Shares

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

Jan 13, 2025
SELL
$57.53 - $60.83 $123,114 - $130,176
-2,140 Reduced 3.59%
57,513 $3.31 Billion
Q3 2024

Oct 07, 2024
SELL
$54.98 - $59.51 $99,018 - $107,177
-1,801 Reduced 2.93%
59,653 $3.55 Billion
Q2 2024

Jul 12, 2024
BUY
$55.45 - $57.39 $166,571 - $172,399
3,004 Added 5.14%
61,454 $3.48 Billion
Q1 2024

Apr 15, 2024
BUY
$54.75 - $57.86 $475,558 - $502,571
8,686 Added 17.45%
58,450 $3.38 Billion
Q4 2023

Feb 13, 2024
BUY
$51.51 - $55.33 $2.56 Million - $2.75 Million
49,764 New
49,764 $2.74 Billion

Others Institutions Holding JEPI

# of Institutions
1,330
Shares Held
303M
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
Track This Portfolio

Track Ehrlich Financial Group Portfolio

Follow Ehrlich Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email