New Century Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History

New Century Financial Group, LLC

  • $86.5 Billion
  • Q1 2025

A detailed history of New Century Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, New Century Financial Group, LLC holds 8,769 shares of JEPI stock, worth $471,421. This represents 0.58% of its overall portfolio holdings.

Number of Shares
8,769
Previous 33,645 73.94%
Holding current value
$471,421
Previous $1.95 Billion 74.31%
% of portfolio
0.58%
Previous 0.83%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$56.17 - $59.71 $1.4 Million - $1.49 Million
-24,876 Reduced 73.94%
8,769 $501 Million
Q4 2024

Jan 17, 2025
BUY
$57.53 - $60.83 $274,475 - $290,219
4,771 Added 16.52%
33,645 $1.95 Billion
Q3 2024

Oct 18, 2024
BUY
$54.98 - $59.51 $1.28 Million - $1.39 Million
23,285 Added 416.62%
28,874 $1.72 Billion
Q2 2024

Aug 27, 2024
SELL
$55.45 - $57.39 $541,635 - $560,585
-9,768 Reduced 63.61%
5,589 $317 Million
Q1 2024

Apr 19, 2024
BUY
$54.75 - $57.86 $840,795 - $888,556
15,357 New
15,357 $889 Million

Others Institutions Holding JEPI

# of Institutions
1,336
Shares Held
311M
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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