Legacy Wealth Managment, Llc/Id J P Morgan Exchange Traded Fd Transaction History

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 1,114 shares of JEPI stock, worth $63,208. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,114
Previous 1,088 2.39%
Holding current value
$63,208
Previous $61,000 3.28%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 12, 2025
BUY
$55.61 - $57.37 $1,445 - $1,491
26 Added 2.39%
1,114 $63,000
Q2 2025

Aug 06, 2025
SELL
$51.14 - $57.0 $7,313 - $8,151
-143 Reduced 11.62%
1,088 $61,000
Q1 2025

May 16, 2025
SELL
$56.17 - $59.71 $17,244 - $18,330
-307 Reduced 19.96%
1,231 $70,000
Q4 2024

Feb 13, 2025
SELL
$57.53 - $60.83 $3,164 - $3,345
-55 Reduced 3.45%
1,538 $88,000
Q3 2024

Nov 15, 2024
BUY
$54.98 - $59.51 $87,583 - $94,799
1,593 New
1,593 $94,000

Others Institutions Holding JEPI

# of Institutions
1,434
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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