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

Leverty Financial Group, LLC

  • $264 Million
  • Q2 2025

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 4,088 shares of JEPI stock, worth $229,173. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,088
Holding current value
$229,173
% of portfolio
0.09%

Shares

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

Jul 17, 2025
BUY
$51.14 - $57.0 $209,060 - $233,016
4,088 New
4,088 $232,000
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
1,388
Shares Held
739M
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
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