Legacy Wealth Management, LLC / Ms J P Morgan Exchange Traded Fd Transaction History

Legacy Wealth Management, LLC / Ms

  • $375 Billion
  • Q4 2025

A detailed history of Legacy Wealth Management, LLC / Ms transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 6,267 shares of JEPI stock, worth $355,589. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,267
Previous 6,267 -0.0%
Holding current value
$355,589
Previous $358 Million 0.25%
% of portfolio
0.1%
Previous 0.11%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$55.61 - $57.37 $348,507 - $359,537
6,267 New
6,267 $358 Million

Others Institutions Holding JEPI

# of Institutions
1,435
Shares Held
333M
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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