Consolidated Planning Corp J P Morgan Exchange Traded Fd Transaction History

Consolidated Planning Corp

$845 Million
Q3 2025

A detailed history of Consolidated Planning Corp transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Consolidated Planning Corp holds 32,518 shares of JEPI stock, worth $1.85 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

32,518

Previous 32,964 1.35%

Holding current value

$1.85 Million

Previous $1.87 Million 0.96%

% of portfolio

0.22%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$55.61 - $57.37 $24,802 - $25,587	-446 Reduced 1.35%	32,518 $1.86 Million
Q2 2025 Jul 18, 2025	SELL	$51.14 - $57.0 $15,597 - $17,385	-305 Reduced 0.92%	32,964 $1.87 Million
Q1 2025 Apr 22, 2025	SELL	$56.17 - $59.71 $16,738 - $17,793	-298 Reduced 0.89%	33,269 $1.9 Million
Q4 2024 Jan 29, 2025	BUY	$57.53 - $60.83 $10,297 - $10,888	179 Added 0.54%	33,567 $1.93 Million
Q3 2024 Oct 31, 2024	SELL	$54.98 - $59.51 $61,962 - $67,067	-1,127 Reduced 3.27%	33,388 $1.99 Million

Q2 2024 Aug 02, 2024	BUY	$55.45 - $57.39 $99,366 - $102,842	1,792 Added 5.48%	34,515 $1.96 Million
Q1 2024 May 02, 2024	BUY	$54.75 - $57.86 $635,592 - $671,696	11,609 Added 54.98%	32,723 $1.89 Million
Q4 2023 Feb 02, 2024	BUY	$51.51 - $55.33 $1.09 Million - $1.17 Million	21,114 New	21,114 $1.16 Million

Others Institutions Holding JEPI

# of Institutions

1,435

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

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Consolidated Planning Corp J P Morgan Exchange Traded Fd Transaction History