Plotkin Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Plotkin Financial Advisors, LLC

$168 Billion
Q4 2024

A detailed history of Plotkin Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 30,711 shares of JEPI stock, worth $1.8 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

30,711

Previous 31,206 1.59%

Holding current value

$1.8 Million

Previous $1.86 Billion 4.86%

% of portfolio

1.05%

Previous 1.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 05, 2025	SELL	$57.53 - $60.83 $28,477 - $30,110	-495 Reduced 1.59%	30,711 $1.77 Billion
Q3 2024 Nov 14, 2024	BUY	$54.98 - $59.51 $1.72 Million - $1.86 Million	31,206 New	31,206 $1.86 Billion
Q2 2024 Nov 14, 2024	SELL	$55.45 - $57.39 $173,558 - $179,630	-3,130 Reduced 8.59%	33,325 $1.89 Billion
Q1 2024 Nov 14, 2024	SELL	$54.75 - $57.86 $205,422 - $217,090	-3,752 Reduced 9.33%	36,455 $2.11 Billion
Q4 2023 Nov 14, 2024	SELL	$51.51 - $55.33 $118,421 - $127,203	-2,299 Reduced 5.41%	40,207 $2.21 Billion
Q3 2023 Nov 14, 2024	SELL	$53.5 - $55.92 $208,115 - $217,528	-3,890 Reduced 8.38%	42,506 $2.28 Billion
Q2 2023 Nov 14, 2024	BUY	$53.85 - $55.4 $158,426 - $162,986	2,942 Added 6.77%	46,396 $2.57 Billion
Q1 2023 Nov 14, 2024	BUY	$52.13 - $55.7 $736,596 - $787,041	14,130 Added 48.19%	43,454 $2.37 Billion
Q4 2022 Nov 14, 2024	BUY	$50.88 - $56.78 $379,412 - $423,408	7,457 Added 34.1%	29,324 $1.6 Billion
Q3 2022 Nov 14, 2024	BUY	$51.23 - $57.83 $358,866 - $405,099	7,005 Added 47.13%	21,867 $1.12 Billion
Q2 2022 Nov 14, 2024	BUY	$52.86 - $62.23 $381,437 - $449,051	7,216 Added 94.38%	14,862 $824 Million
Q1 2022 Nov 14, 2024	BUY	$58.11 - $63.04 $152,131 - $165,038	2,618 Added 52.07%	7,646 $469 Million
Q4 2021 Nov 14, 2024	BUY	$59.34 - $63.61 $47,353 - $50,760	798 Added 18.87%	5,028 $318 Million
Q3 2021 Nov 14, 2024	BUY	$59.61 - $62.63 $9,716 - $10,208	163 Added 4.01%	4,230 $252 Million
Q2 2021 Nov 14, 2024	SELL	$57.89 - $60.58 $1.57 Million - $1.64 Million	-27,139 Reduced 86.97%	4,067 $246 Million

Others Institutions Holding JEPI

# of Institutions

1,325

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Plotkin Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History