Creative Planning J P Morgan Exchange Traded Fd Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Creative Planning holds 139,002 shares of JEPI stock, worth $8.43 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
139,002
Previous 96,148 44.57%
Holding current value
$8.43 Million
Previous $5.45 Million 51.81%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$54.98 - $59.51 $2.36 Million - $2.55 Million
42,854 Added 44.57%
139,002 $8.27 Million
Q2 2024

Aug 15, 2024
BUY
$55.45 - $57.39 $370,794 - $383,766
6,687 Added 7.47%
96,148 $5.45 Million
Q1 2024

May 10, 2024
BUY
$54.75 - $57.86 $947,558 - $1 Million
17,307 Added 23.99%
89,461 $5.18 Million
Q4 2023

Feb 14, 2024
SELL
$51.51 - $55.33 $1.32 Million - $1.42 Million
-25,590 Reduced 26.18%
72,154 $3.97 Million
Q3 2023

Nov 16, 2023
BUY
$53.5 - $55.92 $660,457 - $690,332
12,345 Added 14.46%
97,744 $5.24 Million
Q2 2023

Jul 21, 2023
BUY
$53.85 - $55.4 $402,151 - $413,727
7,468 Added 9.58%
85,399 $4.73 Million
Q1 2023

May 15, 2023
SELL
$52.13 - $55.7 $304,178 - $325,009
-5,835 Reduced 6.97%
77,931 $4.26 Million
Q4 2022

Feb 10, 2023
BUY
$50.88 - $56.78 $2.73 Million - $3.04 Million
53,597 Added 177.66%
83,766 $4.56 Million
Q3 2022

Nov 03, 2022
SELL
$51.23 - $57.83 $1.98 Million - $2.24 Million
-38,720 Reduced 56.21%
30,169 $1.55 Million
Q2 2022

Aug 15, 2022
BUY
$52.86 - $62.23 $3.42 Million - $4.03 Million
64,712 Added 1549.25%
68,889 $3.82 Million
Q1 2022

May 16, 2022
BUY
$58.11 - $63.04 $242,725 - $263,318
4,177 New
4,177 $256,000

Others Institutions Holding JEPI

# of Institutions
1,168
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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