A detailed history of Paladin Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 21,895 shares of JEPI stock, worth $1.29 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
21,895
Previous 29,382 25.48%
Holding current value
$1.29 Million
Previous $1.67 Million 21.8%
% of portfolio
0.97%
Previous 1.31%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$54.98 - $59.51 $411,635 - $445,551
-7,487 Reduced 25.48%
21,895 $1.3 Million
Q2 2024

Jul 24, 2024

SELL
$55.45 - $57.39 $2.07 Million - $2.14 Million
-37,300 Reduced 55.94%
29,382 $1.67 Million
Q1 2024

May 08, 2024

BUY
$54.75 - $57.86 $84,150 - $88,930
1,537 Added 2.36%
66,682 $3.86 Million
Q4 2023

Jan 31, 2024

BUY
$51.51 - $55.33 $268,367 - $288,269
5,210 Added 8.69%
65,145 $3.58 Million
Q3 2023

Oct 17, 2023

BUY
$53.5 - $55.92 $42,211 - $44,120
789 Added 1.33%
59,935 $3.21 Million
Q2 2023

Aug 03, 2023

SELL
$53.85 - $55.4 $40,064 - $41,217
-744 Reduced 1.24%
59,146 $3.27 Million
Q1 2023

Apr 21, 2023

BUY
$52.13 - $55.7 $3.12 Million - $3.34 Million
59,890 New
59,890 $3.27 Million
Q1 2022

Apr 15, 2022

BUY
$58.11 - $63.04 $1.89 Million - $2.05 Million
32,440 New
32,440 $1.98 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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