Sterling Investment Advisors, Ltd. J P Morgan Exchange Traded Fd Transaction History

Sterling Investment Advisors, Ltd.

  • $370 Million
  • Q3 2024

A detailed history of Sterling Investment Advisors, Ltd. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 90,935 shares of JEPI stock, worth $5.38 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
90,935
Previous 81,756 11.23%
Holding current value
$5.38 Million
Previous $4.63 Million 16.79%
% of portfolio
1.46%
Previous 1.33%

Shares

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

Oct 24, 2024
BUY
$54.98 - $59.51 $504,661 - $546,242
9,179 Added 11.23%
90,935 $5.41 Million
Q2 2024

Aug 05, 2024
BUY
$55.45 - $57.39 $1.1 Million - $1.14 Million
19,874 Added 32.12%
81,756 $4.63 Million
Q1 2024

Apr 30, 2024
BUY
$54.75 - $57.86 $1.08 Million - $1.14 Million
19,753 Added 46.89%
61,882 $3.58 Million
Q4 2023

Feb 08, 2024
BUY
$51.51 - $55.33 $418,982 - $450,054
8,134 Added 23.93%
42,129 $2.32 Million
Q3 2023

Nov 06, 2023
BUY
$53.5 - $55.92 $82,764 - $86,508
1,547 Added 4.77%
33,995 $1.82 Million
Q2 2023

Aug 03, 2023
BUY
$53.85 - $55.4 $135,809 - $139,718
2,522 Added 8.43%
32,448 $1.8 Million
Q1 2023

Apr 25, 2023
BUY
$52.13 - $55.7 $197,207 - $210,713
3,783 Added 14.47%
29,926 $1.63 Million
Q4 2022

Feb 06, 2023
BUY
$50.88 - $56.78 $342,727 - $382,470
6,736 Added 34.71%
26,143 $1.42 Million
Q3 2022

Nov 03, 2022
BUY
$51.23 - $57.83 $319,367 - $360,512
6,234 Added 47.32%
19,407 $994,000
Q2 2022

Aug 05, 2022
BUY
$52.86 - $62.23 $624,963 - $735,745
11,823 Added 875.78%
13,173 $730,000
Q1 2022

May 03, 2022
BUY
$58.11 - $63.04 $17,433 - $18,912
300 Added 28.57%
1,350 $83,000
Q4 2021

Feb 02, 2022
BUY
$59.34 - $63.61 $62,307 - $66,790
1,050 New
1,050 $66,000

Others Institutions Holding JEPI

# of Institutions
1,137
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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