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

Legacy Capital Wealth Partners, LLC

$439 Million
Q4 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 37,154 shares of JEPI stock, worth $2.16 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

37,154

Previous 74,304 50.0%

Holding current value

$2.16 Million

Previous $4.42 Million 51.66%

% of portfolio

0.49%

Previous 0.77%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$57.53 - $60.83 $2.14 Million - $2.26 Million	-37,150 Reduced 50.0%	37,154 $2.14 Million
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

1,325

Shares Held

304M

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