Southeast Asset Advisors Inc. J P Morgan Exchange Traded Fd Transaction History

Southeast Asset Advisors Inc.

  • $832 Million
  • Q2 2024

A detailed history of Southeast Asset Advisors Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Southeast Asset Advisors Inc. holds 87,448 shares of JEPI stock, worth $5.21 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
87,448
Previous 69,812 25.26%
Holding current value
$5.21 Million
Previous $4.04 Million 22.7%
% of portfolio
0.6%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$55.45 - $57.39 $977,916 - $1.01 Million
17,636 Added 25.26%
87,448 $4.96 Million
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $3.82 Million - $4.04 Million
69,812 New
69,812 $4.04 Million

Others Institutions Holding JEPI

# of Institutions
1,143
Shares Held
271M
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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