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

Panoramic Investment Advisors, LLC

$154 Billion
Q4 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 50,473 shares of JEPI stock, worth $2.96 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

50,473

Previous 48,408 4.27%

Holding current value

$2.96 Million

Previous $2.88 Billion 0.8%

% of portfolio

1.89%

Previous 1.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$57.53 - $60.83 $118,799 - $125,613	2,065 Added 4.27%	50,473 $2.9 Billion
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

1,234

Shares Held

290M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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