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

Legacy Financial Group LLC

  • $537 Million
  • Q4 2024

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 9,662 shares of JEPI stock, worth $569,478. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,662
Holding current value
$569,478
% of portfolio
0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,207
Shares Held
283M
Call Options Held
307K
Put Options Held
341K
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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