A detailed history of Saxony Capital Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Saxony Capital Management, LLC holds 17,148 shares of JEPI stock, worth $1.03 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
17,148
Previous 13,610 26.0%
Holding current value
$1.03 Million
Previous $771 Million 32.29%
% of portfolio
0.93%
Previous 0.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$54.98 - $59.51 $194,519 - $210,546
3,538 Added 26.0%
17,148 $1.02 Billion
Q2 2024

Jul 26, 2024

BUY
$55.45 - $57.39 $179,380 - $185,656
3,235 Added 31.18%
13,610 $771 Million
Q1 2024

Apr 30, 2024

BUY
$54.75 - $57.86 $568,031 - $600,297
10,375 New
10,375 $600 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Saxony Capital Management, LLC Portfolio

Follow Saxony Capital Management, 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 Saxony Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Saxony Capital Management, LLC with notifications on news.