Kingswood Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 106,788 shares of JEPI stock, worth $6.1 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

106,788

Previous 108,718 1.78%

Holding current value

$6.1 Million

Previous $6.47 Billion 5.04%

% of portfolio

0.46%

Previous 0.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$57.53 - $60.83 $111,032 - $117,401	-1,930 Reduced 1.78%	106,788 $6.14 Billion
Q3 2024 Oct 21, 2024	BUY	$54.98 - $59.51 $1.53 Million - $1.66 Million	27,826 Added 34.4%	108,718 $6.47 Billion
Q2 2024 Jul 09, 2024	BUY	$55.45 - $57.39 $427,464 - $442,419	7,709 Added 10.53%	80,892 $4.58 Billion
Q1 2024 Apr 15, 2024	SELL	$54.75 - $57.86 $517,989 - $547,413	-9,461 Reduced 11.45%	73,183 $4.23 Billion
Q4 2023 Jan 16, 2024	BUY	$51.51 - $55.33 $1.34 Million - $1.44 Million	26,048 Added 46.02%	82,644 $4.54 Billion
Q3 2023 Oct 23, 2023	BUY	$53.5 - $55.92 $2.12 Million - $2.22 Million	39,689 Added 234.75%	56,596 $3.56 Billion
Q2 2023 Aug 09, 2023	BUY	$53.85 - $55.4 $910,441 - $936,647	16,907 New	16,907 $935 Million

Others Institutions Holding JEPI

# of Institutions

1,328

Shares Held

303M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Kingswood Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History