Montis Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Montis Financial, LLC

  • $280 Million
  • Q3 2024

A detailed history of Montis Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Montis Financial, LLC holds 93,870 shares of JEPI stock, worth $5.65 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
93,870
Previous 56,220 66.97%
Holding current value
$5.65 Million
Previous $3.19 Million 75.33%
% of portfolio
1.99%
Previous 1.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$54.98 - $59.51 $2.07 Million - $2.24 Million
37,650 Added 66.97%
93,870 $5.59 Million
Q2 2024

Aug 07, 2024
BUY
$55.45 - $57.39 $2.62 Million - $2.71 Million
47,184 Added 522.18%
56,220 $3.19 Million
Q1 2024

Apr 16, 2024
BUY
$54.75 - $57.86 $494,721 - $522,822
9,036 New
9,036 $522,000

Others Institutions Holding JEPI

# of Institutions
1,166
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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