Legacy Financial Strategies, LLC J P Morgan Exchange Traded Fd Transaction History

Legacy Financial Strategies, LLC

  • $448 Million
  • Q3 2024

A detailed history of Legacy Financial Strategies, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 16,314 shares of JEPI stock, worth $959,589. This represents 0.22% of its overall portfolio holdings.

Number of Shares
16,314
Previous 14,799 10.24%
Holding current value
$959,589
Previous $838,000 15.75%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Oct 18, 2024
BUY
$54.98 - $59.51 $83,294 - $90,157
1,515 Added 10.24%
16,314 $970,000
Q2 2024

Jul 10, 2024
BUY
$55.45 - $57.39 $338,577 - $350,423
6,106 Added 70.24%
14,799 $838,000
Q1 2024

Apr 10, 2024
BUY
$54.75 - $57.86 $475,941 - $502,976
8,693 New
8,693 $502,000

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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