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

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 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 423,270 shares of JEPI stock, worth $24.7 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

423,270

Previous 285,572 48.22%

Holding current value

$24.7 Million

Previous $16.5 Million 45.19%

% of portfolio

0.77%

Previous 0.54%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,139

Shares Held

271M

Call Options Held

283K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

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