Sage View Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025

A detailed history of Sage View Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 4,492 shares of JEPI stock, worth $254,876. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,492
Holding current value
$254,876
% of portfolio
0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$55.61 - $57.37 $249,800 - $257,706
4,492 New
4,492 $256 Million
Q4 2023

Feb 09, 2024
BUY
$51.51 - $55.33 $192,904 - $207,210
3,745 Added 30.22%
16,136 $908 Million
Q3 2023

Nov 02, 2023
BUY
$53.5 - $55.92 $297,192 - $310,635
5,555 Added 81.26%
12,391 $664 Million
Q2 2023

Aug 11, 2023
BUY
$53.85 - $55.4 $368,118 - $378,714
6,836 New
6,836 $378 Million

Others Institutions Holding JEPI

# of Institutions
1,436
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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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