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

Kfg Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kfg Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 29,682 shares of JEPI stock, worth $1.75 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
29,682
Previous 25,189 17.84%
Holding current value
$1.75 Million
Previous $1.5 Million 13.95%
% of portfolio
0.44%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$57.53 - $60.83 $258,482 - $273,309
4,493 Added 17.84%
29,682 $1.71 Million
Q3 2024

Oct 15, 2024
BUY
$54.98 - $59.51 $116,282 - $125,863
2,115 Added 9.17%
25,189 $1.5 Million
Q2 2024

Jul 19, 2024
BUY
$55.45 - $57.39 $421,253 - $435,991
7,597 Added 49.09%
23,074 $1.31 Million
Q1 2024

Apr 19, 2024
BUY
$54.75 - $57.86 $847,365 - $895,499
15,477 New
15,477 $895,000

Others Institutions Holding JEPI

# of Institutions
1,205
Shares Held
283M
Call Options Held
307K
Put Options Held
341K
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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