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

Pds Planning, Inc

$1.1 Billion
Q3 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 26,820 shares of JEPI stock, worth $1.55 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

26,820

Previous 23,493 14.16%

Holding current value

$1.55 Million

Previous $1.33 Million 19.91%

% of portfolio

0.15%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$54.98 - $59.51 $182,918 - $197,989	3,327 Added 14.16%	26,820 $1.6 Million
Q2 2024 Aug 07, 2024	BUY	$55.45 - $57.39 $339,354 - $351,226	6,120 Added 35.23%	23,493 $1.33 Million
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

1,170

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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