Saxony Capital Management, LLC J P Morgan Exchange Traded Fd Transaction History

Saxony Capital Management, LLC

  • $114 Billion
  • Q4 2024

A detailed history of Saxony Capital Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Saxony Capital Management, LLC holds 38,297 shares of JEPI stock, worth $2.25 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
38,297
Previous 17,148 123.33%
Holding current value
$2.25 Million
Previous $1.02 Billion 115.9%
% of portfolio
1.94%
Previous 0.93%

Shares

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

Jan 23, 2025
BUY
$57.53 - $60.83 $1.22 Million - $1.29 Million
21,149 Added 123.33%
38,297 $2.2 Billion
Q3 2024

Oct 22, 2024
BUY
$54.98 - $59.51 $194,519 - $210,546
3,538 Added 26.0%
17,148 $1.02 Billion
Q2 2024

Jul 26, 2024
BUY
$55.45 - $57.39 $179,380 - $185,656
3,235 Added 31.18%
13,610 $771 Million
Q1 2024

Apr 30, 2024
BUY
$54.75 - $57.86 $568,031 - $600,297
10,375 New
10,375 $600 Million

Others Institutions Holding JEPI

# of Institutions
1,245
Shares Held
290M
Call Options Held
307K
Put Options Held
344K
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 Saxony Capital Management, LLC Portfolio

Follow Saxony Capital 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 Saxony Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Saxony Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email