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

Lion Street Advisors, LLC

  • $306 Million
  • Q1 2025

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 9,250 shares of JEPI stock, worth $518,832. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,250
Previous 9,915 6.71%
Holding current value
$518,832
Previous $570,000 8.07%
% of portfolio
0.17%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
SELL
$56.17 - $59.71 $37,353 - $39,707
-665 Reduced 6.71%
9,250 $524,000
Q4 2024

Jan 27, 2025
SELL
$57.53 - $60.83 $28,765 - $30,415
-500 Reduced 4.8%
9,915 $570,000
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
1,368
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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