Secured Retirement Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Secured Retirement Advisors, LLC

  • $139 Billion
  • Q3 2024

A detailed history of Secured Retirement Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Secured Retirement Advisors, LLC holds 17,327 shares of JEPI stock, worth $1.02 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
17,327
Previous 15,931 8.76%
Holding current value
$1.02 Million
Previous $903 Million 14.2%
% of portfolio
0.74%
Previous 0.7%

Shares

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

Oct 29, 2024
BUY
$54.98 - $59.51 $76,752 - $83,075
1,396 Added 8.76%
17,327 $1.03 Billion
Q2 2024

Aug 09, 2024
BUY
$55.45 - $57.39 $50,071 - $51,823
903 Added 6.01%
15,931 $903 Million
Q1 2024

May 10, 2024
BUY
$54.75 - $57.86 $53,217 - $56,239
972 Added 6.92%
15,028 $870 Million
Q4 2023

Feb 16, 2024
BUY
$51.51 - $55.33 $724,024 - $777,718
14,056 New
14,056 $773 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
Track This Portfolio

Track Secured Retirement Advisors, LLC Portfolio

Follow Secured Retirement Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Secured Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secured Retirement Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email