Lodestar Private Asset Management LLC J P Morgan Exchange Traded Fd Transaction History

Lodestar Private Asset Management LLC

  • $772 Million
  • Q2 2024

A detailed history of Lodestar Private Asset Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 5,332 shares of JEPI stock, worth $306,749. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,332
Previous 4,882 9.22%
Holding current value
$306,749
Previous $282 Million 99.89%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$55.45 - $57.39 $24,952 - $25,825
450 Added 9.22%
5,332 $302,000
Q1 2024

Apr 25, 2024
BUY
$54.75 - $57.86 $19,162 - $20,251
350 Added 7.72%
4,882 $282 Million
Q4 2023

Jan 29, 2024
BUY
$51.51 - $55.33 $233,443 - $250,755
4,532 New
4,532 $249 Million

Others Institutions Holding JEPI

# of Institutions
1,129
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
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