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

Sonata Capital Group Inc

  • $195 Million
  • Q2 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 4,441 shares of JEPI stock, worth $262,685. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,441
Previous 4,514 1.62%
Holding current value
$262,685
Previous $261,000 3.45%
% of portfolio
0.13%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,134
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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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