Legacy Private Trust Co. J P Morgan Exchange Traded Fd Transaction History

Legacy Private Trust Co.

  • $1.52 Billion
  • Q2 2025

A detailed history of Legacy Private Trust Co. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Private Trust Co. holds 85,014 shares of JEPI stock, worth $4.76 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
85,014
Previous 130,103 34.66%
Holding current value
$4.76 Million
Previous $7.37 Million 34.46%
% of portfolio
0.32%
Previous 0.52%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
SELL
$51.14 - $57.0 $2.31 Million - $2.57 Million
-45,089 Reduced 34.66%
85,014 $4.83 Million
Q1 2025

Apr 04, 2025
SELL
$56.17 - $59.71 $917,649 - $975,482
-16,337 Reduced 11.16%
130,103 $7.37 Million
Q4 2024

Jan 08, 2025
BUY
$57.53 - $60.83 $245,538 - $259,622
4,268 Added 3.0%
146,440 $8.42 Million
Q3 2024

Oct 07, 2024
BUY
$54.98 - $59.51 $536,604 - $580,817
9,760 Added 7.37%
142,172 $8.46 Million
Q2 2024

Jul 12, 2024
BUY
$55.45 - $57.39 $80,790 - $83,617
1,457 Added 1.11%
132,412 $7.51 Million
Q1 2024

Apr 10, 2024
BUY
$54.75 - $57.86 $184,288 - $194,756
3,366 Added 2.64%
130,955 $7.58 Million
Q4 2023

Jan 10, 2024
BUY
$51.51 - $55.33 $1.58 Million - $1.7 Million
30,666 Added 31.64%
127,589 $7.01 Million
Q3 2023

Oct 11, 2023
BUY
$53.5 - $55.92 $463,524 - $484,490
8,664 Added 9.82%
96,923 $5.19 Million
Q2 2023

Jul 07, 2023
SELL
$53.85 - $55.4 $115,454 - $118,777
-2,144 Reduced 2.37%
88,259 $4.88 Million
Q1 2023

Apr 12, 2023
BUY
$52.13 - $55.7 $707,143 - $755,570
13,565 Added 17.65%
90,403 $4.94 Million
Q4 2022

Jan 06, 2023
BUY
$50.88 - $56.78 $3.91 Million - $4.36 Million
76,838 New
76,838 $4.19 Million

Others Institutions Holding JEPI

# of Institutions
1,385
Shares Held
735M
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
Track This Portfolio

Track Legacy Private Trust Co. Portfolio

Follow Legacy Private Trust Co. 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 Private Trust Co., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Private Trust Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email