Vital Stone Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Vital Stone Financial, LLC

  • $141 Million
  • Q3 2024

A detailed history of Vital Stone Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Vital Stone Financial, LLC holds 8,817 shares of JEPI stock, worth $513,149. This represents 0.37% of its overall portfolio holdings.

Number of Shares
8,817
Previous 15,437 42.88%
Holding current value
$513,149
Previous $874,000 40.05%
% of portfolio
0.37%
Previous 0.65%

Shares

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

Oct 11, 2024
SELL
$54.98 - $59.51 $363,967 - $393,956
-6,620 Reduced 42.88%
8,817 $524,000
Q2 2024

Aug 07, 2024
BUY
$55.45 - $57.39 $540,027 - $558,921
9,739 Added 170.92%
15,437 $874,000
Q1 2024

May 06, 2024
BUY
$54.75 - $57.86 $149,686 - $158,189
2,734 Added 92.24%
5,698 $330,000
Q4 2023

Feb 14, 2024
BUY
$51.51 - $55.33 $152,160 - $163,444
2,954 Added 29540.0%
2,964 $163,000
Q3 2023

Nov 15, 2023
BUY
$53.5 - $55.92 $535 - $559
10 New
10 $1,000

Others Institutions Holding JEPI

# of Institutions
1,170
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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