Southland Equity Partners LLC J P Morgan Exchange Traded Fd Transaction History

Southland Equity Partners LLC

$430 Billion
Q4 2024

A detailed history of Southland Equity Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Southland Equity Partners LLC holds 7,535 shares of JEPI stock, worth $432,433. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,535

Previous 7,195 4.73%

Holding current value

$432,433

Previous $428 Million 1.23%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$57.53 - $60.83 $19,560 - $20,682	340 Added 4.73%	7,535 $433 Million
Q3 2024 Oct 15, 2024	SELL	$54.98 - $59.51 $101,987 - $110,391	-1,855 Reduced 20.5%	7,195 $428 Million
Q2 2024 Jul 12, 2024	SELL	$55.45 - $57.39 $32,050 - $33,171	-578 Reduced 6.0%	9,050 $513 Million
Q1 2024 Apr 12, 2024	SELL	$54.75 - $57.86 $985 - $1,041	-18 Reduced 0.19%	9,628 $557 Million
Q4 2023 Jan 09, 2024	BUY	$51.51 - $55.33 $193,677 - $208,040	3,760 Added 63.88%	9,646 $530 Million
Q3 2023 Jan 02, 2024	BUY	$53.5 - $55.92 $117,860 - $123,191	2,203 Added 59.82%	5,886 $315 Million
Q2 2023 Jan 02, 2024	BUY	$53.85 - $55.4 $198,329 - $204,038	3,683 New	3,683 $204 Million

Others Institutions Holding JEPI

# of Institutions

1,328

Shares Held

305M

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 Southland Equity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Southland Equity Partners LLC with notifications on news.

Account

Southland Equity Partners LLC J P Morgan Exchange Traded Fd Transaction History