Sax Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 26,399 shares of JEPI stock, worth $1.55 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
26,399
Previous 8,567 208.15%
Holding current value
$1.55 Million
Previous $509,000 198.23%
% of portfolio
0.12%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$57.53 - $60.83 $1.03 Million - $1.08 Million
17,832 Added 208.15%
26,399 $1.52 Million
Q3 2024

Oct 17, 2024
BUY
$54.98 - $59.51 $158,232 - $171,269
2,878 Added 50.59%
8,567 $509,000
Q2 2024

Jul 12, 2024
BUY
$55.45 - $57.39 $315,455 - $326,491
5,689 New
5,689 $322,000

Others Institutions Holding JEPI

# of Institutions
1,245
Shares Held
290M
Call Options Held
307K
Put Options Held
344K
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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