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

Milestone Asset Management Group, LLC

  • $111 Billion
  • Q1 2025

A detailed history of Milestone Asset Management Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 11,624 shares of JEPI stock, worth $666,287. This represents 0.6% of its overall portfolio holdings.

Number of Shares
11,624
Previous 11,460 1.43%
Holding current value
$666,287
Previous $659 Million 0.74%
% of portfolio
0.6%
Previous 0.59%

Shares

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

May 06, 2025
BUY
$56.17 - $59.71 $9,211 - $9,792
164 Added 1.43%
11,624 $664 Million
Q4 2024

Mar 27, 2025
BUY
$57.53 - $60.83 $659,293 - $697,111
11,460 New
11,460 $659 Million

Others Institutions Holding JEPI

# of Institutions
1,387
Shares Held
732M
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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