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

Legacy Financial Strategies, LLC

$548 Million
Q3 2025

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 21,669 shares of JEPI stock, worth $1.23 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

21,669

Previous 21,518 0.7%

Holding current value

$1.23 Million

Previous $1.22 Million 1.14%

% of portfolio

0.23%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$55.61 - $57.37 $8,397 - $8,662	151 Added 0.7%	21,669 $1.24 Million
Q2 2025 Jul 10, 2025	SELL	$51.14 - $57.0 $633,931 - $706,572	-12,396 Reduced 36.55%	21,518 $1.22 Million
Q1 2025 Apr 08, 2025	BUY	$56.17 - $59.71 $873,949 - $929,027	15,559 Added 84.77%	33,914 $1.92 Million
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

1,423

Shares Held

326M

Call Options Held

839K

Put Options Held

640K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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