Leo Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

A detailed history of Leo Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Leo Wealth, LLC holds 12,444 shares of JEPI stock, worth $734,818. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,444
Previous 12,343 0.82%
Holding current value
$734,818
Previous $735 Million 2.53%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$57.53 - $60.83 $5,810 - $6,143
101 Added 0.82%
12,444 $716 Million
Q3 2024

Oct 21, 2024
BUY
$54.98 - $59.51 $385,849 - $417,641
7,018 Added 131.79%
12,343 $735 Million
Q2 2024

Jul 17, 2024
BUY
$55.45 - $57.39 $609 - $631
11 Added 0.21%
5,325 $299 Million
Q4 2023

Mar 14, 2024
BUY
$51.51 - $55.33 $273,724 - $294,023
5,314 New
5,314 $303 Million

Others Institutions Holding JEPI

# of Institutions
1,291
Shares Held
297M
Call Options Held
307K
Put Options Held
332K
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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