Marino, Stram & Associates LLC J P Morgan Exchange Traded Fd Transaction History

Marino, Stram & Associates LLC

  • $445 Million
  • Q4 2024

A detailed history of Marino, Stram & Associates LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Marino, Stram & Associates LLC holds 42,498 shares of JEPI stock, worth $2.49 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
42,498
Previous 40,390 5.22%
Holding current value
$2.49 Million
Previous $2.4 Million 1.71%
% of portfolio
0.55%
Previous 0.54%

Shares

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

Jan 17, 2025
BUY
$57.53 - $60.83 $121,273 - $128,229
2,108 Added 5.22%
42,498 $2.44 Million
Q3 2024

Oct 21, 2024
BUY
$54.98 - $59.51 $125,189 - $135,504
2,277 Added 5.97%
40,390 $2.4 Million
Q2 2024

Jul 18, 2024
BUY
$55.45 - $57.39 $1.41 Million - $1.46 Million
25,443 Added 200.81%
38,113 $2.16 Million
Q1 2024

Apr 24, 2024
BUY
$54.75 - $57.86 $693,682 - $733,086
12,670 New
12,670 $733,000
Q3 2021

Oct 14, 2021
SELL
$59.61 - $62.63 $304,011 - $319,413
-5,100 Closed
0 $0
Q2 2021

Jul 22, 2021
BUY
$57.89 - $60.58 $295,239 - $308,958
5,100 New
5,100 $0

Others Institutions Holding JEPI

# of Institutions
1,324
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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