Lex Aurum Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Lex Aurum Advisors, LLC

$476 Million
Q4 2024

A detailed history of Lex Aurum Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 32,582 shares of JEPI stock, worth $1.85 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

32,582

Previous 28,956 12.52%

Holding current value

$1.85 Million

Previous $1.72 Million 8.76%

% of portfolio

0.39%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$57.53 - $60.83 $208,603 - $220,569	3,626 Added 12.52%	32,582 $1.87 Million
Q3 2024 Oct 16, 2024	BUY	$54.98 - $59.51 $11,380 - $12,318	207 Added 0.72%	28,956 $1.72 Million
Q2 2024 Jul 15, 2024	SELL	$55.45 - $57.39 $6,875 - $7,116	-124 Reduced 0.43%	28,749 $1.63 Million
Q1 2024 Apr 10, 2024	BUY	$54.75 - $57.86 $57,870 - $61,158	1,057 Added 3.8%	28,873 $1.67 Million
Q4 2023 Jan 10, 2024	BUY	$51.51 - $55.33 $17,152 - $18,424	333 Added 1.21%	27,816 $1.53 Million
Q3 2023 Oct 16, 2023	BUY	$53.5 - $55.92 $1.47 Million - $1.54 Million	27,483 New	27,483 $1.47 Million

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

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Lex Aurum Advisors, LLC J P Morgan Exchange Traded Fd Transaction History