Legacy Financial Group LLC J P Morgan Exchange Traded Fd Transaction History

Legacy Financial Group LLC

  • $567 Million
  • Q1 2025

A detailed history of Legacy Financial Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Financial Group LLC holds 9,134 shares of JEPI stock, worth $512,326. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,134
Previous 9,662 5.46%
Holding current value
$512,326
Previous $555,000 6.85%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$56.17 - $59.71 $29,657 - $31,526
-528 Reduced 5.46%
9,134 $517,000
Q4 2024

Jan 21, 2025
BUY
$57.53 - $60.83 $555,854 - $587,739
9,662 New
9,662 $555,000
Q2 2024

Jul 17, 2024
SELL
$55.45 - $57.39 $37,816 - $39,139
-682 Reduced 10.51%
5,804 $329 Million
Q1 2024

Apr 10, 2024
BUY
$54.75 - $57.86 $355,108 - $375,279
6,486 New
6,486 $375 Million
Q3 2023

Oct 24, 2023
BUY
$53.5 - $55.92 $293,554 - $306,833
5,487 New
5,487 $293,000

Others Institutions Holding JEPI

# of Institutions
1,368
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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