Ifp Advisors, Inc J P Morgan Exchange Traded Fd Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ifp Advisors, Inc holds 136,398 shares of JEPI stock, worth $8.05 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

136,398

Previous 136,875 0.35%

Holding current value

$8.05 Million

Previous $8.15 Million 3.67%

% of portfolio

0.27%

Previous 0.31%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$57.53 - $60.83 $27,441 - $29,015	-477 Reduced 0.35%	136,398 $7.85 Million
Q3 2024 Feb 04, 2025	SELL	$54.98 - $59.51 $691,648 - $748,635	-12,580 Reduced 8.42%	136,875 $8.15 Million
Q2 2024 Jul 30, 2024	BUY	$55.45 - $57.39 $345,730 - $357,826	6,235 Added 4.35%	149,455 $8.47 Million
Q1 2024 Jul 30, 2024	SELL	$54.75 - $57.86 $2.29 Million - $2.42 Million	-41,877 Reduced 22.62%	143,220 $8.29 Million
Q4 2023 Jan 09, 2024	SELL	$51.51 - $55.33 $54,188 - $58,207	-1,052 Reduced 0.57%	185,097 $10.2 Million
Q3 2023 Oct 12, 2023	BUY	$53.5 - $55.92 $707,912 - $739,933	13,232 Added 7.65%	186,149 $9.97 Million
Q2 2023 Aug 04, 2023	BUY	$53.85 - $55.4 $2.29 Million - $2.35 Million	42,457 Added 32.54%	172,917 $9.57 Million
Q1 2023 Apr 18, 2023	SELL	$52.13 - $55.7 $1.04 Million - $1.11 Million	-19,995 Reduced 13.29%	130,460 $7.12 Million
Q4 2022 Feb 07, 2023	BUY	$50.88 - $56.78 $1.12 Million - $1.25 Million	22,022 Added 17.15%	150,455 $7.5 Million
Q3 2022 Nov 08, 2022	BUY	$51.23 - $57.83 $1.47 Million - $1.66 Million	28,687 Added 28.76%	128,433 $6.4 Million
Q2 2022 Sep 06, 2022	BUY	$52.86 - $62.23 $5.27 Million - $6.21 Million	99,746 New	99,746 $4.97 Million
Q2 2022 Aug 12, 2022	SELL	$52.86 - $62.23 $5.27 Million - $6.21 Million	-99,746 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$58.11 - $63.04 $3.66 Million - $3.98 Million	63,062 Added 171.91%	99,746 $0
Q1 2022 Aug 08, 2022	BUY	$58.11 - $63.04 $799,651 - $867,493	13,761 Added 60.03%	36,684 $0
Q4 2021 Jan 12, 2022	BUY	$59.34 - $63.61 $962,613 - $1.03 Million	16,222 Added 242.08%	22,923 $1.45 Million
Q3 2021 Oct 06, 2021	BUY	$59.61 - $62.63 $369,641 - $388,368	6,201 Added 1240.2%	6,701 $401,000
Q1 2021 Apr 30, 2021	SELL	$54.44 - $58.32 $76,216 - $81,648	-1,400 Reduced 73.68%	500 $29,000
Q3 2020 Oct 29, 2020	BUY	$50.74 - $54.19 $96,406 - $102,961	1,900 New	1,900 $101,000

Others Institutions Holding JEPI

# of Institutions

1,275

Shares Held

292M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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