Lion Street Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Lion Street Advisors, LLC

  • $307 Million
  • Q4 2024

A detailed history of Lion Street Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lion Street Advisors, LLC holds 9,915 shares of JEPI stock, worth $556,925. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,915
Previous 10,415 4.8%
Holding current value
$556,925
Previous $619,000 7.92%
% of portfolio
0.19%
Previous 0.22%

Shares

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

Jan 27, 2025
SELL
$57.53 - $60.83 $28,765 - $30,415
-500 Reduced 4.8%
9,915 $570,000
Q4 2023

Jan 09, 2024
BUY
$51.51 - $55.33 $51,510 - $55,330
1,000 Added 10.62%
10,415 $572,000
Q3 2023

Oct 19, 2023
BUY
$53.5 - $55.92 $503,702 - $526,486
9,415 New
9,415 $504,000
Q1 2023

Apr 12, 2023
BUY
$52.13 - $55.7 $338,845 - $362,050
6,500 New
6,500 $354,000

Others Institutions Holding JEPI

# of Institutions
1,327
Shares Held
304M
Call Options Held
179K
Put Options Held
309K
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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