A detailed history of Midwest Professional Planners, Ltd. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Midwest Professional Planners, Ltd. holds 30,536 shares of JEPI stock, worth $1.78 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
30,536
Previous 28,265 8.03%
Holding current value
$1.78 Million
Previous $1.6 Million 13.42%
% of portfolio
0.56%
Previous 0.54%

Shares

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

Nov 14, 2024

BUY
$54.98 - $59.51 $124,859 - $135,147
2,271 Added 8.03%
30,536 $1.82 Million
Q2 2024

Aug 06, 2024

BUY
$55.45 - $57.39 $183,539 - $189,960
3,310 Added 13.26%
28,265 $1.6 Million
Q1 2024

May 09, 2024

BUY
$54.75 - $57.86 $271,450 - $286,869
4,958 Added 24.79%
24,955 $1.44 Million
Q4 2023

Feb 15, 2024

BUY
$51.51 - $55.33 $1.03 Million - $1.11 Million
19,997 New
19,997 $1.1 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Midwest Professional Planners, Ltd. Portfolio

Follow Midwest Professional Planners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midwest Professional Planners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Midwest Professional Planners, Ltd. with notifications on news.