Lokken Investment Group LLC J P Morgan Exchange Traded Fd Transaction History

Lokken Investment Group LLC

  • $193 Million
  • Q1 2024

A detailed history of Lokken Investment Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lokken Investment Group LLC holds 18,750 shares of JEPI stock, worth $1.06 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
18,750
Previous 16,421 14.18%
Holding current value
$1.06 Million
Previous $902,000 20.18%
% of portfolio
0.56%
Previous 0.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $127,512 - $134,755
2,329 Added 14.18%
18,750 $1.08 Million
Q4 2023

Feb 13, 2024
BUY
$51.51 - $55.33 $268,161 - $288,047
5,206 Added 46.42%
16,421 $902,000
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $171,574 - $179,335
3,207 Added 40.05%
11,215 $600,000
Q2 2023

Aug 09, 2023
BUY
$53.85 - $55.4 $56,488 - $58,114
1,049 Added 15.07%
8,008 $443,000
Q1 2023

May 08, 2023
BUY
$52.13 - $55.7 $362,772 - $387,616
6,959 New
6,959 $379,000

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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