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

Lokken Investment Group LLC

$226 Million
Q3 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 21,203 shares of JEPI stock, worth $1.23 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

21,203

Previous 19,352 9.56%

Holding current value

$1.23 Million

Previous $1.1 Million 15.05%

% of portfolio

0.56%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $101,767 - $110,153	1,851 Added 9.56%	21,203 $1.26 Million
Q2 2024 Aug 09, 2024	BUY	$55.45 - $57.39 $33,380 - $34,548	602 Added 3.21%	19,352 $1.1 Million
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

1,170

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

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