Sonata Capital Group Inc J P Morgan Exchange Traded Fd Transaction History

Sonata Capital Group Inc

  • $237 Million
  • Q3 2024

A detailed history of Sonata Capital Group Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sonata Capital Group Inc holds 4,446 shares of JEPI stock, worth $266,359. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,446
Previous 4,441 0.11%
Holding current value
$266,359
Previous $252,000 5.16%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Oct 31, 2024
BUY
$54.98 - $59.51 $274 - $297
5 Added 0.11%
4,446 $265,000
Q2 2024

Jul 29, 2024
SELL
$55.45 - $57.39 $4,047 - $4,189
-73 Reduced 1.62%
4,441 $252,000
Q1 2024

Apr 29, 2024
BUY
$54.75 - $57.86 $34,273 - $36,220
626 Added 16.1%
4,514 $261,000
Q4 2023

Feb 07, 2024
BUY
$51.51 - $55.33 $200,270 - $215,123
3,888 New
3,888 $214,000

Others Institutions Holding JEPI

# of Institutions
1,166
Shares Held
279M
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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