Kfa Private Wealth Group, LLC J P Morgan Exchange Traded Fd Transaction History

Kfa Private Wealth Group, LLC

  • $412 Million
  • Q4 2025

A detailed history of Kfa Private Wealth Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 9,515 shares of JEPI stock, worth $539,881. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,515
Previous 11,440 16.83%
Holding current value
$539,881
Previous $650,000 17.08%
% of portfolio
0.13%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$56.0 - $57.6 $107,800 - $110,880
-1,925 Reduced 16.83%
9,515 $539,000
Q3 2025

Oct 03, 2025
BUY
$55.61 - $57.37 $34,811 - $35,913
626 Added 5.79%
11,440 $650,000
Q2 2025

Jul 24, 2025
BUY
$51.14 - $57.0 $189,218 - $210,900
3,700 Added 52.01%
10,814 $614,000
Q1 2025

May 07, 2025
BUY
$56.17 - $59.71 $399,593 - $424,776
7,114 New
7,114 $406,000

Others Institutions Holding JEPI

# of Institutions
1,436
Shares Held
332M
Call Options Held
737K
Put Options Held
636K
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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