Kore Private Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Kore Private Wealth LLC

  • $554 Million
  • Q3 2022

A detailed history of Kore Private Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kore Private Wealth LLC holds 73,251 shares of JEPI stock, worth $4.19 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
73,251
Previous 74,765 2.03%
Holding current value
$4.19 Million
Previous $4.15 Million 9.48%
% of portfolio
0.68%
Previous 0.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$51.23 - $57.83 $77,562 - $87,554
-1,514 Reduced 2.03%
73,251 $3.75 Million
Q2 2022

Aug 15, 2022
BUY
$52.86 - $62.23 $304,685 - $358,693
5,764 Added 8.35%
74,765 $4.15 Million
Q1 2022

May 13, 2022
BUY
$58.11 - $63.04 $1.42 Million - $1.54 Million
24,432 Added 54.82%
69,001 $4.24 Million
Q4 2021

Feb 11, 2022
BUY
$59.34 - $63.61 $847,375 - $908,350
14,280 Added 47.15%
44,569 $2.82 Million
Q3 2021

Nov 15, 2021
BUY
$59.61 - $62.63 $1.81 Million - $1.9 Million
30,289 New
30,289 $1.81 Million

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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