Koa Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Koa Wealth Management, LLC

$126 Billion
Q2 2025

A detailed history of Koa Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Koa Wealth Management, LLC holds 4,551 shares of JEPI stock, worth $259,270. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,551

Previous 4,302 5.79%

Holding current value

$259,270

Previous $246 Million 5.25%

% of portfolio

0.21%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$51.14 - $57.0 $12,733 - $14,193	249 Added 5.79%	4,551 $259 Million
Q1 2025 May 12, 2025	SELL	$56.17 - $59.71 $25,782 - $27,406	-459 Reduced 9.64%	4,302 $246 Million
Q4 2024 Jan 23, 2025	SELL	$57.53 - $60.83 $249,047 - $263,333	-4,329 Reduced 47.62%	4,761 $274 Million
Q3 2024 Nov 06, 2024	SELL	$54.98 - $59.51 $13,854 - $14,996	-252 Reduced 2.7%	9,090 $541 Million
Q2 2024 Jul 23, 2024	BUY	$55.45 - $57.39 $22,069 - $22,841	398 Added 4.45%	9,342 $530 Million
Q1 2024 May 07, 2024	BUY	$54.75 - $57.86 $54 - $57	1 Added 0.01%	8,944 $517 Million
Q4 2023 May 07, 2024	BUY	$51.51 - $55.33 $460,653 - $494,816	8,943 New	8,943 $492 Million

Others Institutions Holding JEPI

# of Institutions

1,400

Shares Held

747M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Koa Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History