Sequoia Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 6,243 shares of JEPI stock, worth $368,212. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,243
Previous 15,980 60.93%
Holding current value
$368,212
Previous $905,000 59.01%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 21, 2024
SELL
$54.98 - $59.51 $535,340 - $579,448
-9,737 Reduced 60.93%
6,243 $371,000
Q2 2024

Jul 15, 2024
BUY
$55.45 - $57.39 $250,855 - $259,632
4,524 Added 39.49%
15,980 $905,000
Q1 2024

Apr 30, 2024
BUY
$54.75 - $57.86 $313,772 - $331,595
5,731 Added 100.1%
11,456 $662,000
Q4 2023

Jan 25, 2024
BUY
$51.51 - $55.33 $294,894 - $316,764
5,725 New
5,725 $314,000

Others Institutions Holding JEPI

# of Institutions
1,202
Shares Held
282M
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 Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial 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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email