Kfg Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Kfg Wealth Management, LLC

$472 Million
Q3 2025

A detailed history of Kfg Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 73,758 shares of JEPI stock, worth $4.19 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

73,758

Previous 53,426 38.06%

Holding current value

$4.19 Million

Previous $3.04 Million 38.16%

% of portfolio

0.89%

Previous 0.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$55.61 - $57.37 $1.13 Million - $1.17 Million	20,332 Added 38.06%	73,758 $4.2 Million
Q2 2025 Jul 14, 2025	BUY	$51.14 - $57.0 $580,899 - $647,463	11,359 Added 27.0%	53,426 $3.04 Million
Q1 2025 Apr 11, 2025	BUY	$56.17 - $59.71 $695,665 - $739,508	12,385 Added 41.73%	42,067 $2.38 Million
Q4 2024 Jan 21, 2025	BUY	$57.53 - $60.83 $258,482 - $273,309	4,493 Added 17.84%	29,682 $1.71 Million
Q3 2024 Oct 15, 2024	BUY	$54.98 - $59.51 $116,282 - $125,863	2,115 Added 9.17%	25,189 $1.5 Million

Q2 2024 Jul 19, 2024	BUY	$55.45 - $57.39 $421,253 - $435,991	7,597 Added 49.09%	23,074 $1.31 Million
Q1 2024 Apr 19, 2024	BUY	$54.75 - $57.86 $847,365 - $895,499	15,477 New	15,477 $895,000

Others Institutions Holding JEPI

# of Institutions

1,433

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Kfg Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History