A detailed history of Sugarloaf Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 7,381 shares of JEPI stock, worth $444,040. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,381
Previous 8,947 17.5%
Holding current value
$444,040
Previous $507,000 13.41%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Oct 08, 2024

SELL
$54.98 - $59.51 $86,098 - $93,192
-1,566 Reduced 17.5%
7,381 $439,000
Q2 2024

Jul 08, 2024

BUY
$55.45 - $57.39 $8,705 - $9,010
157 Added 1.79%
8,947 $507,000
Q1 2024

Apr 23, 2024

SELL
$54.75 - $57.86 $397,539 - $420,121
-7,261 Reduced 45.24%
8,790 $508,000
Q4 2023

Jan 10, 2024

BUY
$51.51 - $55.33 $527,977 - $567,132
10,250 Added 176.69%
16,051 $882,000
Q3 2023

Nov 13, 2023

BUY
$53.5 - $55.92 $53,125 - $55,528
993 Added 20.65%
5,801 $310,000
Q2 2023

Jul 13, 2023

BUY
$53.85 - $55.4 $12,385 - $12,742
230 Added 5.02%
4,808 $266,000
Q1 2023

Apr 26, 2023

BUY
$52.13 - $55.7 $143,722 - $153,564
2,757 Added 151.4%
4,578 $249,000
Q4 2022

Feb 03, 2023

BUY
$50.88 - $56.78 $69,909 - $78,015
1,374 Added 307.38%
1,821 $99,000
Q3 2022

Oct 11, 2022

BUY
$51.23 - $57.83 $7,940 - $8,963
155 Added 53.08%
447 $23,000
Q2 2022

Jul 12, 2022

BUY
$52.86 - $62.23 $15,435 - $18,171
292 New
292 $16,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, 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 Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.