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

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

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 67,586 shares of JEPI stock, worth $3.98 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
67,586
Previous 66,919 1.0%
Holding current value
$3.98 Million
Previous $3.98 Million 2.36%
% of portfolio
1.95%
Previous 2.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,205
Shares Held
283M
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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