Sugarloaf Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

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 $431,567. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,381
Previous 8,947 17.5%
Holding current value
$431,567
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

# 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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