Consolidated Planning Corp J P Morgan Exchange Traded Fd Transaction History

Consolidated Planning Corp

$637 Million
Q1 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 33,269 shares of JEPI stock, worth $1.86 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

33,269

Previous 33,567 0.89%

Holding current value

$1.86 Million

Previous $1.93 Million 1.61%

% of portfolio

0.3%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,367

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

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 Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.

Account

Consolidated Planning Corp J P Morgan Exchange Traded Fd Transaction History