Patrick M Sweeney & Associates, Inc J P Morgan Exchange Traded Fd Transaction History

Patrick M Sweeney & Associates, Inc

  • $136 Billion
  • Q3 2024

A detailed history of Patrick M Sweeney & Associates, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 5,973 shares of JEPI stock, worth $349,181. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,973
Previous 5,144 16.12%
Holding current value
$349,181
Previous $283 Million 25.56%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Oct 22, 2024
BUY
$54.98 - $59.51 $45,578 - $49,333
829 Added 16.12%
5,973 $355 Million
Q2 2024

Jul 17, 2024
BUY
$55.45 - $57.39 $79,182 - $81,952
1,428 Added 38.43%
5,144 $283 Million
Q1 2024

Apr 25, 2024
BUY
$54.75 - $57.86 $203,451 - $215,007
3,716 New
3,716 $215 Million

Others Institutions Holding JEPI

# of Institutions
1,171
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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