Montis Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Montis Financial, LLC

  • $280 Million
  • Q3 2024

A detailed history of Montis Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Montis Financial, LLC holds 93,870 shares of JEPI stock, worth $5.53 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
93,870
Previous 56,220 66.97%
Holding current value
$5.53 Million
Previous $3.19 Million 75.33%
% of portfolio
1.99%
Previous 1.46%

Shares

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

Oct 10, 2024
BUY
$54.98 - $59.51 $2.07 Million - $2.24 Million
37,650 Added 66.97%
93,870 $5.59 Million
Q2 2024

Aug 07, 2024
BUY
$55.45 - $57.39 $2.62 Million - $2.71 Million
47,184 Added 522.18%
56,220 $3.19 Million
Q1 2024

Apr 16, 2024
BUY
$54.75 - $57.86 $494,721 - $522,822
9,036 New
9,036 $522,000

Others Institutions Holding JEPI

# of Institutions
1,140
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
Track This Portfolio

Track Montis Financial, LLC Portfolio

Follow Montis 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 Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email