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

Saxony Capital Management, LLC

  • $109 Billion
  • Q3 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 17,148 shares of JEPI stock, worth $998,013. This represents 0.93% of its overall portfolio holdings.

Number of Shares
17,148
Previous 13,610 26.0%
Holding current value
$998,013
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

# of Institutions
1,170
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
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