Kovitz Investment Group Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 134,414 shares of JEPI stock, worth $7.82 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
134,414
Previous 5,418 2380.88%
Holding current value
$7.82 Million
Previous $307,000 2505.21%
% of portfolio
0.05%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$54.98 - $59.51 $7.09 Million - $7.68 Million
128,996 Added 2380.88%
134,414 $8 Million
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $300,428 - $310,939
5,418 New
5,418 $307,000
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $366,058 - $386,851
6,686 New
6,686 $386,000

Others Institutions Holding JEPI

# of Institutions
1,170
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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