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

Leverty Financial Group, LLC

$148 Million
Q2 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 510,646 shares of JEPI stock, worth $29.6 Million. This represents 19.58% of its overall portfolio holdings.

Number of Shares

510,646

Previous 474,801 7.55%

Holding current value

$29.6 Million

Previous $27.5 Million 5.36%

% of portfolio

19.58%

Previous 18.73%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$53.56 - $56.78 $15.1 Million - $16 Million	281,477 New	281,477 $15.3 Million

Others Institutions Holding JEPI

# of Institutions

1,129

Shares Held

270M

Call Options Held

283K

Put Options Held

338K

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