Planning Directions Inc J P Morgan Exchange Traded Fd Transaction History

Planning Directions Inc

$188 Million
Q3 2025

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 55,900 shares of JEPI stock, worth $3.17 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

55,900

Previous 56,648 1.32%

Holding current value

$3.17 Million

Previous $3.22 Million 0.9%

% of portfolio

1.7%

Previous 1.84%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$55.61 - $57.37 $41,596 - $42,912	-748 Reduced 1.32%	55,900 $3.19 Million
Q2 2025 Aug 01, 2025	BUY	$51.14 - $57.0 $21,734 - $24,225	425 Added 0.76%	56,648 $3.22 Million
Q1 2025 Apr 29, 2025	BUY	$56.17 - $59.71 $254,450 - $270,486	4,530 Added 8.76%	56,223 $3.21 Million
Q4 2024 Feb 06, 2025	BUY	$57.53 - $60.83 $648,995 - $686,223	11,281 Added 27.91%	51,693 $2.97 Million
Q3 2024 Nov 07, 2024	BUY	$54.98 - $59.51 $220,524 - $238,694	4,011 Added 11.02%	40,412 $2.4 Million
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

1,430

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Planning Directions Inc J P Morgan Exchange Traded Fd Transaction History