Bok Financial Private Wealth, Inc. J P Morgan Exchange Traded Fd Transaction History

Bok Financial Private Wealth, Inc.

$1.37 Billion
Q4 2024

A detailed history of Bok Financial Private Wealth, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 22,876 shares of JEPI stock, worth $1.34 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

22,876

Previous 25,919 11.74%

Holding current value

$1.34 Million

Previous $1.54 Million 14.66%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$57.53 - $60.83 $175,063 - $185,105	-3,043 Reduced 11.74%	22,876 $1.32 Million
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $90,881 - $98,370	1,653 Added 6.81%	25,919 $1.54 Million
Q2 2024 Aug 14, 2024	BUY	$55.45 - $57.39 $547,901 - $567,070	9,881 Added 68.69%	24,266 $1.38 Million
Q1 2024 Apr 30, 2024	BUY	$54.75 - $57.86 $746,516 - $788,921	13,635 Added 1818.0%	14,385 $832,000
Q4 2023 Jan 30, 2024	BUY	$51.51 - $55.33 $30,906 - $33,198	600 Added 400.0%	750 $41,000
Q3 2023 Oct 13, 2023	BUY	$53.5 - $55.92 $8,025 - $8,388	150 New	150 $8,000
Q1 2023 Apr 21, 2023	BUY	$52.13 - $55.7 $13,032 - $13,925	250 New	250 $13,000

Others Institutions Holding JEPI

# of Institutions

1,253

Shares Held

291M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Bok Financial Private Wealth, Inc. J P Morgan Exchange Traded Fd Transaction History