Pds Planning, Inc J P Morgan Exchange Traded Fd Transaction History

Pds Planning, Inc

  • $947 Million
  • Q1 2024

A detailed history of Pds Planning, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pds Planning, Inc holds 17,373 shares of JEPI stock, worth $976,362. This represents 0.11% of its overall portfolio holdings.

Number of Shares
17,373
Previous 10,173 70.78%
Holding current value
$976,362
Previous $559,000 79.79%
% of portfolio
0.11%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$54.75 - $57.86 $394,200 - $416,592
7,200 Added 70.78%
17,373 $1.01 Million
Q4 2023

Feb 01, 2024
BUY
$51.51 - $55.33 $301,436 - $323,791
5,852 Added 135.43%
10,173 $559,000
Q3 2023

Oct 20, 2023
BUY
$53.5 - $55.92 $231,173 - $241,630
4,321 New
4,321 $231,000

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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