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 $371,021. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,243
Previous 15,980 60.93%
Holding current value
$371,021
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
1,170
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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