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

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

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 337,719 shares of JEPI stock, worth $19.7 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

337,719

Previous 423,270 20.21%

Holding current value

$19.7 Million

Previous $24 Million 16.23%

% of portfolio

0.72%

Previous 0.77%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,172

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

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