Sterling Investment Counsel, LLC J P Morgan Exchange Traded Fd Transaction History

Sterling Investment Counsel, LLC

  • $254 Million
  • Q2 2024

A detailed history of Sterling Investment Counsel, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sterling Investment Counsel, LLC holds 335,467 shares of JEPI stock, worth $19.4 Million. This represents 7.5% of its overall portfolio holdings.

Number of Shares
335,467
Previous 4,913 6728.15%
Holding current value
$19.4 Million
Previous $284,000 6595.07%
% of portfolio
7.5%
Previous 0.13%

Shares

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

Jul 25, 2024
BUY
$55.45 - $57.39 $18.3 Million - $19 Million
330,554 Added 6728.15%
335,467 $19 Million
Q1 2024

Apr 26, 2024
BUY
$54.75 - $57.86 $268,986 - $284,266
4,913 New
4,913 $284,000

Others Institutions Holding JEPI

# of Institutions
1,129
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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