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 $3.4 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
57,513
Previous 59,653 3.59%
Holding current value
$3.4 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
1,199
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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