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

Midwest Professional Planners, Ltd.

$368 Million
Q2 2025

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 24,899 shares of JEPI stock, worth $1.4 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

24,899

Previous 20,509 21.41%

Holding current value

$1.4 Million

Previous $1.17 Million 20.84%

% of portfolio

0.38%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$51.14 - $57.0 $224,504 - $250,230	4,390 Added 21.41%	24,899 $1.42 Million
Q1 2025 May 02, 2025	BUY	$56.17 - $59.71 $57,574 - $61,202	1,025 Added 5.26%	20,509 $1.17 Million
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

1,389

Shares Held

737M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

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.

Account

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