Financial Counselors Inc J P Morgan Exchange Traded Fd Transaction History

Financial Counselors Inc

  • $6.76 Billion
  • Q4 2024

A detailed history of Financial Counselors Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Counselors Inc holds 279,186 shares of JEPI stock, worth $15.8 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
279,186
Previous 224,238 24.5%
Holding current value
$15.8 Million
Previous $13.3 Million 20.36%
% of portfolio
0.24%
Previous 0.2%

Shares

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

Feb 11, 2025
BUY
$57.53 - $60.83 $3.16 Million - $3.34 Million
54,948 Added 24.5%
279,186 $16.1 Million
Q3 2024

Nov 13, 2024
BUY
$54.98 - $59.51 $1.48 Million - $1.6 Million
26,883 Added 13.62%
224,238 $13.3 Million
Q2 2024

Aug 01, 2024
SELL
$55.45 - $57.39 $515,185 - $533,210
-9,291 Reduced 4.5%
197,355 $11.2 Million
Q1 2024

May 02, 2024
SELL
$54.75 - $57.86 $1.09 Million - $1.15 Million
-19,914 Reduced 8.79%
206,646 $12 Million
Q4 2023

Jan 26, 2024
SELL
$51.51 - $55.33 $1.02 Million - $1.09 Million
-19,737 Reduced 8.01%
226,560 $12.5 Million
Q3 2023

Nov 07, 2023
BUY
$53.5 - $55.92 $13.2 Million - $13.8 Million
246,297 New
246,297 $13.2 Million
Q2 2022

Aug 02, 2022
BUY
$52.86 - $62.23 $689,875 - $812,163
13,051 Added 139.88%
22,381 $1.24 Million
Q1 2022

Apr 28, 2022
BUY
$58.11 - $63.04 $542,166 - $588,163
9,330 New
9,330 $573,000

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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