A detailed history of Sovereign Financial Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 22,035 shares of JEPI stock, worth $1.32 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
22,035
Previous 19,585 12.51%
Holding current value
$1.32 Million
Previous $1.11 Million 18.11%
% of portfolio
0.31%
Previous 0.28%

Shares

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

Oct 08, 2024

BUY
$54.98 - $59.51 $134,701 - $145,799
2,450 Added 12.51%
22,035 $1.31 Million
Q2 2024

Jul 15, 2024

BUY
$55.45 - $57.39 $37,206 - $38,508
671 Added 3.55%
19,585 $1.11 Million
Q1 2024

Apr 15, 2024

BUY
$54.75 - $57.86 $43,307 - $45,767
791 Added 4.36%
18,914 $1.09 Million
Q4 2023

Feb 06, 2024

BUY
$51.51 - $55.33 $91,430 - $98,210
1,775 Added 10.86%
18,123 $996,000
Q3 2023

Nov 03, 2023

BUY
$53.5 - $55.92 $164,833 - $172,289
3,081 Added 23.22%
16,348 $875,000
Q2 2023

Jul 31, 2023

BUY
$53.85 - $55.4 $126,385 - $130,023
2,347 Added 21.49%
13,267 $734,000
Q1 2023

May 04, 2023

BUY
$52.13 - $55.7 $129,386 - $138,247
2,482 Added 29.41%
10,920 $596,000
Q4 2022

Feb 13, 2023

BUY
$50.88 - $56.78 $19,639 - $21,917
386 Added 4.79%
8,438 $459,000
Q3 2022

Nov 14, 2022

BUY
$51.23 - $57.83 $60,041 - $67,776
1,172 Added 17.03%
8,052 $413,000
Q2 2022

Aug 15, 2022

BUY
$52.86 - $62.23 $363,676 - $428,142
6,880 New
6,880 $381,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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