Kestra Investment Management, LLC J P Morgan Exchange Traded Fd Transaction History

Kestra Investment Management, LLC

  • $2.54 Trillion
  • Q4 2024

A detailed history of Kestra Investment Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kestra Investment Management, LLC holds 12,298 shares of JEPI stock, worth $721,892. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,298
Previous 10,642 15.56%
Holding current value
$721,892
Previous $633 Million 11.72%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 31, 2025
BUY
$57.53 - $60.83 $95,269 - $100,734
1,656 Added 15.56%
12,298 $708 Million
Q3 2024

Nov 14, 2024
BUY
$54.98 - $59.51 $585,097 - $633,305
10,642 New
10,642 $633 Million

Others Institutions Holding JEPI

# of Institutions
1,234
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 Kestra Investment Management, LLC Portfolio

Follow Kestra Investment 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 Kestra Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email