Investment Planning Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Investment Planning Advisors, Inc.

$273 Million
Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 35,412 shares of JEPI stock, worth $2.01 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

35,412

Previous 50,483 29.85%

Holding current value

$2.01 Million

Previous $2.87 Million 29.52%

% of portfolio

0.74%

Previous 1.41%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$55.61 - $57.37 $838,098 - $864,623	-15,071 Reduced 29.85%	35,412 $2.02 Million
Q2 2025 Jul 21, 2025	SELL	$51.14 - $57.0 $800,545 - $892,278	-15,654 Reduced 23.67%	50,483 $2.87 Million
Q1 2025 Apr 22, 2025	SELL	$56.17 - $59.71 $81,390 - $86,519	-1,449 Reduced 2.14%	66,137 $3.78 Million
Q4 2024 Jan 22, 2025	BUY	$57.53 - $60.83 $38,372 - $40,573	667 Added 1.0%	67,586 $3.89 Million
Q2 2024 Jul 22, 2024	BUY	$55.45 - $57.39 $3.71 Million - $3.84 Million	66,919 New	66,919 $3.79 Billion

Others Institutions Holding JEPI

# of Institutions

1,434

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Investment Planning Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History