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

Koa Wealth Management, LLC

  • $129 Billion
  • Q3 2024

A detailed history of Koa Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Koa Wealth Management, LLC holds 9,090 shares of JEPI stock, worth $535,037. This represents 0.42% of its overall portfolio holdings.

Number of Shares
9,090
Previous 9,342 2.7%
Holding current value
$535,037
Previous $530 Million 2.16%
% of portfolio
0.42%
Previous 0.45%

Shares

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

Nov 06, 2024
SELL
$54.98 - $59.51 $13,854 - $14,996
-252 Reduced 2.7%
9,090 $541 Million
Q2 2024

Jul 23, 2024
BUY
$55.45 - $57.39 $22,069 - $22,841
398 Added 4.45%
9,342 $530 Million
Q1 2024

May 07, 2024
BUY
$54.75 - $57.86 $54 - $57
1 Added 0.01%
8,944 $517 Million
Q4 2023

May 07, 2024
BUY
$51.51 - $55.33 $460,653 - $494,816
8,943 New
8,943 $492 Million

Others Institutions Holding JEPI

# of Institutions
1,171
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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