Saxony Capital Management, LLC J P Morgan Exchange Traded Fd Transaction History

Saxony Capital Management, LLC

  • $114 Billion
  • Q4 2024

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 38,297 shares of JEPI stock, worth $2.26 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
38,297
Previous 17,148 123.33%
Holding current value
$2.26 Million
Previous $1.02 Billion 115.9%
% of portfolio
1.94%
Previous 0.93%

Shares

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

Jan 23, 2025
BUY
$57.53 - $60.83 $1.22 Million - $1.29 Million
21,149 Added 123.33%
38,297 $2.2 Billion
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

# of Institutions
1,215
Shares Held
283M
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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