Kovitz Investment Group Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 134,122 shares of JEPI stock, worth $7.96 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
134,122
Previous 134,122 -0.0%
Holding current value
$7.96 Million
Previous $7.72 Million -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 14, 2025
SELL
$57.53 - $60.83 $16,798 - $17,762
-292 Reduced 0.22%
134,122 $7.72 Million
Q3 2024

Nov 14, 2024
BUY
$54.98 - $59.51 $7.09 Million - $7.68 Million
128,996 Added 2380.88%
134,414 $8 Million
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $300,428 - $310,939
5,418 New
5,418 $307,000
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $366,058 - $386,851
6,686 New
6,686 $386,000

Others Institutions Holding JEPI

# of Institutions
1,314
Shares Held
304M
Call Options Held
179K
Put Options Held
309K
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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