Milestone Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History

Milestone Asset Management, LLC

  • $446 Billion
  • Q3 2024

A detailed history of Milestone Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Milestone Asset Management, LLC holds 80,910 shares of JEPI stock, worth $4.87 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
80,910
Previous 72,664 11.35%
Holding current value
$4.87 Million
Previous $4.12 Billion 16.91%
% of portfolio
1.08%
Previous 1.03%

Shares

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

Oct 25, 2024
BUY
$54.98 - $59.51 $453,365 - $490,719
8,246 Added 11.35%
80,910 $4.81 Billion
Q2 2024

Jul 19, 2024
BUY
$55.45 - $57.39 $426,521 - $441,443
7,692 Added 11.84%
72,664 $4.12 Billion
Q1 2024

Apr 23, 2024
BUY
$54.75 - $57.86 $3.32 Million - $3.51 Million
60,647 Added 1402.24%
64,972 $3.76 Billion
Q4 2023

Jan 23, 2024
BUY
$51.51 - $55.33 $26,270 - $28,218
510 Added 13.37%
4,325 $238 Million
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $204,102 - $213,334
3,815 New
3,815 $202 Million

Others Institutions Holding JEPI

# of Institutions
1,166
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 Milestone Asset Management, LLC Portfolio

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

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email