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 $315,758. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,565
Previous 10,732 48.15%
Holding current value
$315,758
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
1,431
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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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