Avantax Planning Partners, Inc. J P Morgan Exchange Traded Fd Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 388,750 shares of JEPI stock, worth $22.1 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

388,750

Previous 359,425 8.16%

Holding current value

$22.1 Million

Previous $20.4 Million 8.63%

% of portfolio

0.64%

Previous 0.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$55.61 - $57.37 $1.63 Million - $1.68 Million	29,325 Added 8.16%	388,750 $22.2 Million
Q2 2025 Aug 11, 2025	SELL	$51.14 - $57.0 $143,294 - $159,714	-2,802 Reduced 0.77%	359,425 $20.4 Million
Q1 2025 Apr 28, 2025	BUY	$56.17 - $59.71 $1.02 Million - $1.09 Million	18,174 Added 5.28%	362,227 $20.7 Million
Q4 2024 Feb 07, 2025	BUY	$57.53 - $60.83 $364,395 - $385,297	6,334 Added 1.88%	344,053 $19.8 Million
Q3 2024 Nov 13, 2024	SELL	$54.98 - $59.51 $4.7 Million - $5.09 Million	-85,551 Reduced 20.21%	337,719 $20.1 Million

Q2 2024 Aug 09, 2024	BUY	$55.45 - $57.39 $7.64 Million - $7.9 Million	137,698 Added 48.22%	423,270 $24 Million
Q1 2024 May 02, 2024	BUY	$54.75 - $57.86 $4.45 Million - $4.7 Million	81,200 Added 39.73%	285,572 $16.5 Million
Q4 2023 Feb 09, 2024	SELL	$51.51 - $55.33 $1.46 Million - $1.56 Million	-28,279 Reduced 12.16%	204,372 $11.2 Million
Q3 2023 Nov 03, 2023	BUY	$53.5 - $55.92 $12.4 Million - $13 Million	232,651 New	232,651 $12.5 Million

Others Institutions Holding JEPI

# of Institutions

1,433

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Avantax Planning Partners, Inc. J P Morgan Exchange Traded Fd Transaction History