Panoramic Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 48,408 shares of JEPI stock, worth $2.91 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
48,408
Previous 45,749 5.81%
Holding current value
$2.91 Million
Previous $2.65 Billion 8.83%
% of portfolio
1.99%
Previous 1.95%

Shares

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

Oct 31, 2024
BUY
$54.98 - $59.51 $146,191 - $158,237
2,659 Added 5.81%
48,408 $2.88 Billion
Q1 2024

Apr 18, 2024
BUY
$54.75 - $57.86 $287,820 - $304,170
5,257 Added 12.98%
45,749 $2.65 Billion
Q4 2023

Jan 23, 2024
BUY
$51.51 - $55.33 $312,202 - $335,355
6,061 Added 17.6%
40,492 $2.23 Billion
Q3 2023

Nov 15, 2023
BUY
$53.5 - $55.92 $1.23 Million - $1.29 Million
23,056 Added 202.69%
34,431 $1.84 Billion
Q4 2022

Mar 01, 2023
BUY
$50.88 - $56.78 $578,760 - $645,872
11,375 New
11,375 $620 Million

Others Institutions Holding JEPI

# of Institutions
1,168
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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