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

Koa Wealth Management, LLC

  • $122 Billion
  • Q4 2024

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 4,761 shares of JEPI stock, worth $280,756. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,761
Previous 9,090 47.62%
Holding current value
$280,756
Previous $541 Million 49.36%
% of portfolio
0.22%
Previous 0.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,221
Shares Held
284M
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
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