A detailed history of Zega Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Zega Financial, LLC holds 32,277 shares of JEPI stock, worth $1.88 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
32,277
Previous 34,968 7.7%
Holding current value
$1.88 Million
Previous $1.98 Billion 3.09%
% of portfolio
0.29%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$54.98 - $59.51 $147,951 - $160,141
-2,691 Reduced 7.7%
32,277 $1.92 Billion
Q2 2024

Aug 12, 2024

BUY
$55.45 - $57.39 $990,836 - $1.03 Million
17,869 Added 104.5%
34,968 $1.98 Billion
Q1 2024

May 09, 2024

SELL
$54.75 - $57.86 $418,728 - $442,513
-7,648 Reduced 30.9%
17,099 $989 Million
Q4 2023

Feb 14, 2024

BUY
$51.51 - $55.33 $1.27 Million - $1.37 Million
24,747 New
24,747 $1.36 Billion

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Zega Financial, LLC Portfolio

Follow Zega Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zega Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zega Financial, LLC with notifications on news.