L.M. Kohn & Company J P Morgan Exchange Traded Fd Transaction History

L.M. Kohn & Company

$359 Million
Q2 2025

A detailed history of L.M. Kohn & Company transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, L.M. Kohn & Company holds 5,486 shares of JEPI stock, worth $314,073. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,486

Previous 4,854 13.02%

Holding current value

$314,073

Previous $277,000 12.27%

% of portfolio

0.09%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$51.14 - $57.0 $32,320 - $36,024	632 Added 13.02%	5,486 $311,000
Q1 2025 Apr 21, 2025	BUY	$56.17 - $59.71 $5,841 - $6,209	104 Added 2.19%	4,854 $277,000
Q4 2024 Jan 30, 2025	BUY	$57.53 - $60.83 $19,847 - $20,986	345 Added 7.83%	4,750 $273,000
Q3 2024 Nov 14, 2024	BUY	$54.98 - $59.51 $439 - $476	8 Added 0.18%	4,405 $262,000
Q2 2024 Jul 30, 2024	BUY	$55.45 - $57.39 $243,813 - $252,343	4,397 New	4,397 $249,000

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

Ticker JEPI
Sector ETFs
Industry ETFs

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