Kestra Investment Management, LLC J P Morgan Exchange Traded Fd Transaction History

Kestra Investment Management, LLC

  • $2.54 Trillion
  • Q4 2024

A detailed history of Kestra Investment Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kestra Investment Management, LLC holds 12,298 shares of JEPI stock, worth $726,196. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,298
Previous 10,642 15.56%
Holding current value
$726,196
Previous $633 Million 11.72%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$57.53 - $60.83 $95,269 - $100,734
1,656 Added 15.56%
12,298 $708 Million
Q3 2024

Nov 14, 2024
BUY
$54.98 - $59.51 $585,097 - $633,305
10,642 New
10,642 $633 Million

Others Institutions Holding JEPI

# of Institutions
1,291
Shares Held
297M
Call Options Held
307K
Put Options Held
332K
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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