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

Legacy Financial Strategies, LLC

  • $461 Million
  • Q4 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 18,355 shares of JEPI stock, worth $1.08 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
18,355
Previous 16,314 12.51%
Holding current value
$1.08 Million
Previous $970,000 8.76%
% of portfolio
0.23%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$57.53 - $60.83 $117,418 - $124,154
2,041 Added 12.51%
18,355 $1.06 Million
Q3 2024

Oct 18, 2024
BUY
$54.98 - $59.51 $83,294 - $90,157
1,515 Added 10.24%
16,314 $970,000
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
1,215
Shares Held
283M
Call Options Held
307K
Put Options Held
344K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Legacy Financial Strategies, LLC Portfolio

Follow Legacy Financial Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email