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

Panoramic Investment Advisors, LLC

  • $136 Billion
  • Q1 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 45,749 shares of JEPI stock, worth $2.71 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
45,749
Previous 40,492 12.98%
Holding current value
$2.71 Million
Previous $2.23 Billion 18.9%
% of portfolio
1.95%
Previous 1.92%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,134
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
Track This Portfolio

Track Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email