Strategic Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History

Strategic Asset Management, LLC

  • $57.7 Million
  • Q3 2022

A detailed history of Strategic Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategic Asset Management, LLC holds 1,680 shares of JEPI stock, worth $98,229. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,680
Previous 1,208 39.07%
Holding current value
$98,229
Previous $67,000 28.36%
% of portfolio
0.15%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 01, 2022
BUY
$51.23 - $57.83 $24,180 - $27,295
472 Added 39.07%
1,680 $86,000
Q2 2022

Jul 14, 2022
BUY
$52.86 - $62.23 $18,078 - $21,282
342 Added 39.49%
1,208 $67,000
Q1 2022

Apr 20, 2022
BUY
$58.11 - $63.04 $13,713 - $14,877
236 Added 37.46%
866 $53,000
Q4 2021

Jan 26, 2022
BUY
$59.34 - $63.61 $15,250 - $16,347
257 Added 68.9%
630 $40,000
Q3 2021

Nov 04, 2021
BUY
$59.61 - $62.63 $22,234 - $23,360
373 New
373 $23,000

Others Institutions Holding JEPI

# of Institutions
1,139
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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