Kfa Private Wealth Group, LLC J P Morgan Exchange Traded Fd Transaction History

Kfa Private Wealth Group, LLC

  • $347 Million
  • Q3 2025

A detailed history of Kfa Private Wealth Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 11,440 shares of JEPI stock, worth $654,940. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,440
Previous 10,814 5.79%
Holding current value
$654,940
Previous $614,000 5.86%
% of portfolio
0.19%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
$55.61 - $57.37 $34,811 - $35,913
626 Added 5.79%
11,440 $650,000
Q2 2025

Jul 24, 2025
BUY
$51.14 - $57.0 $189,218 - $210,900
3,700 Added 52.01%
10,814 $614,000
Q1 2025

May 07, 2025
BUY
$56.17 - $59.71 $399,593 - $424,776
7,114 New
7,114 $406,000

Others Institutions Holding JEPI

# of Institutions
1,403
Shares Held
748M
Call Options Held
839K
Put Options Held
634K
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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