A detailed history of Sage Mountain Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 2,728 shares of JEPI stock, worth $161,306. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,728
Previous 2,728 -0.0%
Holding current value
$161,306
Previous $154,000 5.19%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$54.75 - $57.86 $26,170 - $27,657
-478 Reduced 14.91%
2,728 $157,000
Q3 2023

Oct 25, 2023

BUY
$53.5 - $55.92 $105,181 - $109,938
1,966 Added 158.55%
3,206 $171,000
Q2 2023

Jul 24, 2023

BUY
$53.85 - $55.4 $66,774 - $68,696
1,240 New
1,240 $68,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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