Marshall Financial Group LLC J P Morgan Exchange Traded Fd Transaction History

Marshall Financial Group LLC

  • $408 Million
  • Q4 2024

A detailed history of Marshall Financial Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Marshall Financial Group LLC holds 114,575 shares of JEPI stock, worth $6.77 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
114,575
Previous 112,102 2.21%
Holding current value
$6.77 Million
Previous $6.67 Million 1.2%
% of portfolio
1.62%
Previous 1.62%

Shares

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

Jan 21, 2025
BUY
$57.53 - $60.83 $142,271 - $150,432
2,473 Added 2.21%
114,575 $6.59 Million
Q3 2024

Oct 16, 2024
BUY
$54.98 - $59.51 $73,453 - $79,505
1,336 Added 1.21%
112,102 $6.67 Million
Q2 2024

Jul 19, 2024
BUY
$55.45 - $57.39 $3.49 Million - $3.62 Million
63,018 Added 131.98%
110,766 $6.28 Million
Q1 2024

Apr 19, 2024
BUY
$54.75 - $57.86 $2.61 Million - $2.76 Million
47,748 New
47,748 $2.76 Million

Others Institutions Holding JEPI

# of Institutions
1,199
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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