Legacy Financial Strategies, LLC J P Morgan Exchange Traded Fd Transaction History

Legacy Financial Strategies, LLC

  • $409 Million
  • Q2 2024

A detailed history of Legacy Financial Strategies, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 14,799 shares of JEPI stock, worth $875,360. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,799
Previous 8,693 70.24%
Holding current value
$875,360
Previous $502,000 66.93%
% of portfolio
0.2%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
BUY
$55.45 - $57.39 $338,577 - $350,423
6,106 Added 70.24%
14,799 $838,000
Q1 2024

Apr 10, 2024
BUY
$54.75 - $57.86 $475,941 - $502,976
8,693 New
8,693 $502,000

Others Institutions Holding JEPI

# of Institutions
1,133
Shares Held
270M
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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