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

Sterling Manor Financial, LLC

  • $141 Million
  • Q3 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 8,428 shares of JEPI stock, worth $511,411. This represents 0.36% of its overall portfolio holdings.

Number of Shares
8,428
Previous 7,598 10.92%
Holding current value
$511,411
Previous $430,000 16.51%
% of portfolio
0.36%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,168
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Sterling Manor Financial, LLC Portfolio

Follow Sterling Manor Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Manor Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Manor Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email