Planning Directions Inc J P Morgan Exchange Traded Fd Transaction History

Planning Directions Inc

  • $144 Million
  • Q2 2024

A detailed history of Planning Directions Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Planning Directions Inc holds 36,401 shares of JEPI stock, worth $2.13 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
36,401
Previous 24,431 49.0%
Holding current value
$2.13 Million
Previous $1.41 Million 46.0%
% of portfolio
1.44%
Previous 1.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$55.45 - $57.39 $663,736 - $686,958
11,970 Added 49.0%
36,401 $2.06 Million
Q1 2024

May 08, 2024
BUY
$54.75 - $57.86 $885,690 - $936,001
16,177 Added 195.99%
24,431 $1.41 Million
Q4 2023

Jan 31, 2024
BUY
$51.51 - $55.33 $425,163 - $456,693
8,254 New
8,254 $453,000

Others Institutions Holding JEPI

# of Institutions
1,139
Shares Held
271M
Call Options Held
283K
Put Options Held
338K
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 Planning Directions Inc Portfolio

Follow Planning Directions Inc 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 Planning Directions Inc, based on Form 13F filings with the SEC.

News

Stay updated on Planning Directions Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email