A detailed history of American Planning Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, American Planning Services, Inc. holds 135,962 shares of JEPI stock, worth $7.91 Million. This represents 7.1% of its overall portfolio holdings.

Number of Shares
135,962
Previous 141,242 3.74%
Holding current value
$7.91 Million
Previous $8.01 Million 1.07%
% of portfolio
7.1%
Previous 6.16%

Shares

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

Nov 14, 2024

SELL
$54.98 - $59.51 $290,294 - $314,212
-5,280 Reduced 3.74%
135,962 $8.09 Million
Q2 2024

Aug 09, 2024

SELL
$55.45 - $57.39 $3.08 Million - $3.18 Million
-55,467 Reduced 28.2%
141,242 $8.01 Million
Q1 2024

May 07, 2024

SELL
$54.75 - $57.86 $354,999 - $375,164
-6,484 Reduced 3.19%
196,709 $11.4 Million
Q4 2023

Feb 07, 2024

SELL
$51.51 - $55.33 $12 Million - $12.9 Million
-233,396 Reduced 53.46%
203,193 $11.2 Million
Q3 2023

Nov 07, 2023

BUY
$53.5 - $55.92 $556,025 - $581,176
10,393 Added 2.44%
436,589 $23.4 Million
Q2 2023

Aug 14, 2023

BUY
$53.85 - $55.4 $149,541 - $153,845
2,777 Added 0.66%
426,196 $23.6 Million
Q1 2023

May 08, 2023

BUY
$52.13 - $55.7 $21.5 Million - $23 Million
412,748 Added 3867.94%
423,419 $23.1 Million
Q4 2022

Feb 14, 2023

BUY
$50.88 - $56.78 $542,584 - $605,501
10,664 Added 152342.86%
10,671 $581,000
Q3 2022

Nov 09, 2022

BUY
$51.23 - $57.83 $358 - $404
7 New
7 $367,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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