Smartleaf Asset Management LLC J P Morgan Exchange Traded Fd Transaction History

Smartleaf Asset Management LLC

$610 Billion
Q2 2024

A detailed history of Smartleaf Asset Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 78,692 shares of JEPI stock, worth $4.66 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

78,692

Previous 64,657 21.71%

Holding current value

$4.66 Million

Previous $3.55 Billion 25.62%

% of portfolio

0.73%

Previous 0.86%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$55.45 - $57.39 $778,240 - $805,468	14,035 Added 21.71%	78,692 $4.47 Billion
Q1 2024 Oct 07, 2024	SELL	$54.75 - $57.86 $768,416 - $812,065	-14,035 Reduced 17.84%	64,657 $3.74 Billion
Q1 2024 May 02, 2024	SELL	$54.75 - $57.86 $610,845 - $645,544	-11,157 Reduced 14.72%	64,657 $3.55 Billion
Q4 2023 Feb 12, 2024	BUY	$51.51 - $55.33 $3.91 Million - $4.19 Million	75,814 New	75,814 $4.17 Billion

Others Institutions Holding JEPI

# of Institutions

1,136

Shares Held

271M

Call Options Held

283K

Put Options Held

338K

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 Smartleaf Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smartleaf Asset Management LLC with notifications on news.

Account

Smartleaf Asset Management LLC J P Morgan Exchange Traded Fd Transaction History