Legacy Capital Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 74,304 shares of JEPI stock, worth $4.46 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
74,304
Previous 37,498 98.15%
Holding current value
$4.46 Million
Previous $2.13 Million 108.05%
% of portfolio
0.77%
Previous 0.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$54.98 - $59.51 $2.02 Million - $2.19 Million
36,806 Added 98.15%
74,304 $4.42 Million
Q2 2024

Aug 01, 2024
BUY
$55.45 - $57.39 $2.08 Million - $2.15 Million
37,498 New
37,498 $2.13 Million
Q4 2023

Feb 05, 2024
SELL
$51.51 - $55.33 $194,398 - $208,815
-3,774 Reduced 8.87%
38,772 $2.13 Million
Q3 2023

Oct 16, 2023
BUY
$53.5 - $55.92 $2.28 Million - $2.38 Million
42,546 New
42,546 $2.28 Million
Q1 2023

May 10, 2023
BUY
$52.13 - $55.7 $2.16 Million - $2.31 Million
41,420 New
41,420 $2.26 Million

Others Institutions Holding JEPI

# of Institutions
1,147
Shares Held
274M
Call Options Held
283K
Put Options Held
338K
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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