Leo Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

A detailed history of Leo Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Leo Wealth, LLC holds 12,343 shares of JEPI stock, worth $740,826. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,343
Previous 5,325 131.79%
Holding current value
$740,826
Previous $299 Million 145.86%
% of portfolio
0.07%
Previous 0.03%

Shares

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

Oct 21, 2024
BUY
$54.98 - $59.51 $385,849 - $417,641
7,018 Added 131.79%
12,343 $735 Million
Q2 2024

Jul 17, 2024
BUY
$55.45 - $57.39 $609 - $631
11 Added 0.21%
5,325 $299 Million
Q4 2023

Mar 14, 2024
BUY
$51.51 - $55.33 $273,724 - $294,023
5,314 New
5,314 $303 Million

Others Institutions Holding JEPI

# of Institutions
1,151
Shares Held
272M
Call Options Held
283K
Put Options Held
350K
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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