Lion Street Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Lion Street Advisors, LLC

  • $266 Million
  • Q2 2024

A detailed history of Lion Street Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lion Street Advisors, LLC holds 10,415 shares of JEPI stock, worth $612,714. This represents 0.22% of its overall portfolio holdings.

Number of Shares
10,415
Previous 10,415 -0.0%
Holding current value
$612,714
Previous $602,000 1.99%
% of portfolio
0.22%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024
BUY
$51.51 - $55.33 $51,510 - $55,330
1,000 Added 10.62%
10,415 $572,000
Q3 2023

Oct 19, 2023
BUY
$53.5 - $55.92 $503,702 - $526,486
9,415 New
9,415 $504,000
Q1 2023

Apr 12, 2023
BUY
$52.13 - $55.7 $338,845 - $362,050
6,500 New
6,500 $354,000

Others Institutions Holding JEPI

# of Institutions
1,131
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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 Lion Street Advisors, LLC Portfolio

Follow Lion Street Advisors, 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 Lion Street Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lion Street Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email