Ritter Daniher Financial Advisory LLC J P Morgan Exchange Traded Fd Transaction History

Ritter Daniher Financial Advisory LLC

$332 Million
Q4 2024

A detailed history of Ritter Daniher Financial Advisory LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 147,788 shares of JEPI stock, worth $8.65 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

147,788

Previous 144,397 2.35%

Holding current value

$8.65 Million

Previous $8.59 Million 1.06%

% of portfolio

2.56%

Previous 2.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$57.53 - $60.83 $195,084 - $206,274	3,391 Added 2.35%	147,788 $8.5 Million
Q3 2024 Nov 07, 2024	SELL	$54.98 - $59.51 $420,706 - $455,370	-7,652 Reduced 5.03%	144,397 $8.59 Million
Q2 2024 Aug 12, 2024	BUY	$55.45 - $57.39 $626,474 - $648,392	11,298 Added 8.03%	152,049 $8.62 Million
Q1 2024 May 13, 2024	BUY	$54.75 - $57.86 $618,346 - $653,470	11,294 Added 8.72%	140,751 $8.14 Million
Q4 2023 Feb 09, 2024	BUY	$51.51 - $55.33 $1.26 Million - $1.35 Million	24,413 Added 23.24%	129,457 $7.12 Million
Q3 2023 Nov 09, 2023	BUY	$53.5 - $55.92 $366,635 - $383,219	6,853 Added 6.98%	105,044 $5.63 Million
Q2 2023 Aug 10, 2023	BUY	$53.85 - $55.4 $620,890 - $638,762	11,530 Added 13.3%	98,191 $5.43 Million
Q1 2023 May 11, 2023	BUY	$52.13 - $55.7 $906,697 - $968,790	17,393 Added 25.11%	86,661 $4.73 Million
Q4 2022 Feb 10, 2023	BUY	$50.88 - $56.78 $3.52 Million - $3.93 Million	69,268 New	69,268 $3.77 Million

Others Institutions Holding JEPI

# of Institutions

1,324

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritter Daniher Financial Advisory LLC , based on Form 13F filings with the SEC.

News

Stay updated on Ritter Daniher Financial Advisory LLC with notifications on news.

Account

Ritter Daniher Financial Advisory LLC J P Morgan Exchange Traded Fd Transaction History