Leverty Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History

Leverty Financial Group, LLC

$195 Million
Q4 2024

A detailed history of Leverty Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Leverty Financial Group, LLC holds 513,776 shares of JEPI stock, worth $30.4 Million. This represents 15.13% of its overall portfolio holdings.

Number of Shares

513,776

Previous 504,707 1.8%

Holding current value

$30.4 Million

Previous $30 Million 1.59%

% of portfolio

15.13%

Previous 16.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$57.53 - $60.83 $521,739 - $551,667	9,069 Added 1.8%	513,776 $29.6 Million
Q3 2024 Oct 16, 2024	SELL	$54.98 - $59.51 $326,526 - $353,429	-5,939 Reduced 1.16%	504,707 $30 Million
Q2 2024 Jul 15, 2024	BUY	$55.45 - $57.39 $1.99 Million - $2.06 Million	35,845 Added 7.55%	510,646 $28.9 Million
Q1 2024 Apr 23, 2024	SELL	$54.75 - $57.86 $1.99 Million - $2.1 Million	-36,262 Reduced 7.1%	474,801 $27.5 Million
Q4 2023 Jan 10, 2024	BUY	$51.51 - $55.33 $1.12 Million - $1.21 Million	21,782 Added 4.45%	511,063 $28.1 Million
Q3 2023 Oct 18, 2023	BUY	$53.5 - $55.92 $9.38 Million - $9.81 Million	175,340 Added 55.85%	489,281 $26.2 Million
Q2 2023 Jul 27, 2023	BUY	$53.85 - $55.4 $763,862 - $785,849	14,185 Added 4.73%	313,941 $17.4 Million
Q1 2023 Apr 21, 2023	BUY	$52.13 - $55.7 $952,884 - $1.02 Million	18,279 Added 6.49%	299,756 $16.4 Million
Q4 2022 Jan 30, 2023	BUY	$50.88 - $56.78 $14.3 Million - $16 Million	281,477 New	281,477 $15.3 Million

Others Institutions Holding JEPI

# of Institutions

1,199

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Leverty Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History