Kcs Wealth Advisory J P Morgan Exchange Traded Fd Transaction History

Kcs Wealth Advisory

  • $224 Million
  • Q3 2023

A detailed history of Kcs Wealth Advisory transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kcs Wealth Advisory holds 5,565 shares of JEPI stock, worth $329,169. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,565
Previous 10,732 48.15%
Holding current value
$329,169
Previous $593,000 49.75%
% of portfolio
0.13%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
SELL
$53.5 - $55.92 $276,434 - $288,938
-5,167 Reduced 48.15%
5,565 $298,000
Q2 2023

Jul 17, 2023
BUY
$53.85 - $55.4 $577,918 - $594,552
10,732 New
10,732 $593,000

Others Institutions Holding JEPI

# of Institutions
1,133
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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 Kcs Wealth Advisory Portfolio

Follow Kcs Wealth Advisory 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 Kcs Wealth Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Kcs Wealth Advisory with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email