Lido Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024

A detailed history of Lido Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lido Advisors, LLC holds 42,503 shares of JEPI stock, worth $2.41 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
42,503
Previous 34,366 23.68%
Holding current value
$2.41 Million
Previous $2.05 Million 19.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 14, 2025
BUY
$57.53 - $60.83 $468,121 - $494,973
8,137 Added 23.68%
42,503 $2.45 Million
Q3 2024

Nov 14, 2024
SELL
$54.98 - $59.51 $183,248 - $198,346
-3,333 Reduced 8.84%
34,366 $2.05 Million
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $197,291 - $204,193
3,558 Added 10.42%
37,699 $2.14 Million
Q1 2024

May 15, 2024
BUY
$54.75 - $57.86 $368,029 - $388,934
6,722 Added 24.52%
34,141 $1.98 Million
Q4 2023

Feb 14, 2024
BUY
$51.51 - $55.33 $224,686 - $241,349
4,362 Added 18.92%
27,419 $1.51 Million
Q3 2023

Nov 14, 2023
BUY
$53.5 - $55.92 $271,405 - $283,682
5,073 Added 28.21%
23,057 $1.23 Million
Q2 2023

Aug 09, 2023
SELL
$53.85 - $55.4 $142,971 - $147,087
-2,655 Reduced 12.86%
17,984 $995,000
Q1 2023

May 15, 2023
BUY
$52.13 - $55.7 $743,217 - $794,114
14,257 Added 223.39%
20,639 $1.13 Million
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $112,088 - $125,086
2,203 Added 52.72%
6,382 $347,000
Q3 2022

Nov 14, 2022
SELL
$51.23 - $57.83 $42,572 - $48,056
-831 Reduced 16.59%
4,179 $214,000
Q2 2022

Aug 15, 2022
BUY
$52.86 - $62.23 $264,828 - $311,772
5,010 New
5,010 $277,000

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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