Sterling Manor Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Sterling Manor Financial, LLC

  • $136 Million
  • Q4 2024

A detailed history of Sterling Manor Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sterling Manor Financial, LLC holds 8,484 shares of JEPI stock, worth $500,301. This represents 0.36% of its overall portfolio holdings.

Number of Shares
8,484
Previous 8,428 0.66%
Holding current value
$500,301
Previous $501,000 2.59%
% of portfolio
0.36%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$57.53 - $60.83 $3,221 - $3,406
56 Added 0.66%
8,484 $488,000
Q3 2024

Oct 24, 2024
BUY
$54.98 - $59.51 $45,633 - $49,393
830 Added 10.92%
8,428 $501,000
Q2 2024

Jul 26, 2024
BUY
$55.45 - $57.39 $4,602 - $4,763
83 Added 1.1%
7,598 $430,000
Q1 2024

Apr 23, 2024
BUY
$54.75 - $57.86 $46,428 - $49,065
848 Added 12.72%
7,515 $434,000
Q4 2023

Jan 26, 2024
BUY
$51.51 - $55.33 $343,417 - $368,885
6,667 New
6,667 $366,000

Others Institutions Holding JEPI

# of Institutions
1,215
Shares Held
283M
Call Options Held
307K
Put Options Held
344K
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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