Moseley Investment Management Inc J P Morgan Exchange Traded Fd Transaction History

Moseley Investment Management Inc

$250 Million
Q4 2024

A detailed history of Moseley Investment Management Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Moseley Investment Management Inc holds 31,822 shares of JEPI stock, worth $1.88 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

31,822

Previous 29,170 9.09%

Holding current value

$1.88 Million

Previous $1.74 Million 5.48%

% of portfolio

0.73%

Previous 0.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$57.53 - $60.83 $152,569 - $161,321	2,652 Added 9.09%	31,822 $1.83 Million
Q3 2024 Oct 16, 2024	BUY	$54.98 - $59.51 $323,447 - $350,097	5,883 Added 25.26%	29,170 $1.74 Million
Q2 2024 Jul 16, 2024	BUY	$55.45 - $57.39 $289,559 - $299,690	5,222 Added 28.91%	23,287 $1.32 Million
Q1 2024 Apr 04, 2024	BUY	$54.75 - $57.86 $358,065 - $378,404	6,540 Added 56.75%	18,065 $1.05 Million
Q4 2023 Jan 25, 2024	BUY	$51.51 - $55.33 $198,674 - $213,407	3,857 Added 50.3%	11,525 $633,000
Q3 2023 Oct 16, 2023	BUY	$53.5 - $55.92 $151,833 - $158,700	2,838 Added 58.76%	7,668 $410,000
Q2 2023 Jul 06, 2023	BUY	$53.85 - $55.4 $260,095 - $267,582	4,830 New	4,830 $267,000

Others Institutions Holding JEPI

# of Institutions

1,308

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Moseley Investment Management Inc J P Morgan Exchange Traded Fd Transaction History