Midwest Professional Planners, Ltd. J P Morgan Exchange Traded Fd Transaction History

Midwest Professional Planners, Ltd.

  • $324 Million
  • Q4 2024

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 19,484 shares of JEPI stock, worth $1.11 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
19,484
Previous 30,536 36.19%
Holding current value
$1.11 Million
Previous $1.82 Million 38.36%
% of portfolio
0.35%
Previous 0.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$57.53 - $60.83 $635,821 - $672,293
-11,052 Reduced 36.19%
19,484 $1.12 Million
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

# of Institutions
1,329
Shares Held
303M
Call Options Held
179K
Put Options Held
309K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email