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

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 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 8,567 shares of JEPI stock, worth $519,845. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,567
Previous 5,689 50.59%
Holding current value
$519,845
Previous $322,000 58.07%
% of portfolio
0.05%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,168
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
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email