Sax Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 8,567 shares of JEPI stock, worth $504,253. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,567
Previous 5,689 50.59%
Holding current value
$504,253
Previous $322,000 58.07%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Oct 17, 2024
BUY
$54.98 - $59.51 $158,232 - $171,269
2,878 Added 50.59%
8,567 $509,000
Q2 2024

Jul 12, 2024
BUY
$55.45 - $57.39 $315,455 - $326,491
5,689 New
5,689 $322,000

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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