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

Leo Wealth, LLC

$1.29 Trillion
Q2 2025

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 13,470 shares of JEPI stock, worth $755,128. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,470

Holding current value

$755,128

% of portfolio

0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$51.14 - $57.0 $688,855 - $767,790	13,470 New	13,470 $766 Million
Q4 2024 Jan 27, 2025	BUY	$57.53 - $60.83 $5,810 - $6,143	101 Added 0.82%	12,444 $716 Million
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

1,389

Shares Held

737M

Call Options Held

511K

Put Options Held

363K

Kingstone Capital Partners Texas, LLC Frisco, TX

402M
Shares

$22.5 Billion
3.64% of portfolio
Morgan Stanley New York, NY

43.9M
Shares

$2.46 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

32.7M
Shares

$1.83 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

28.2M
Shares

$1.58 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

15.7M
Shares

$881 Million
0.21% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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