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

Milestone Asset Management, LLC

  • $350 Billion
  • Q1 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 64,972 shares of JEPI stock, worth $3.65 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
64,972
Previous 4,325 1402.24%
Holding current value
$3.65 Million
Previous $238 Million 1480.85%
% of portfolio
1.07%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,089
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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