Reliant Wealth Planning J P Morgan Exchange Traded Fd Transaction History

Reliant Wealth Planning

  • $220 Million
  • Q2 2025

A detailed history of Reliant Wealth Planning transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Reliant Wealth Planning holds 6,962 shares of JEPI stock, worth $390,289. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,962
Previous 6,907 0.8%
Holding current value
$390,289
Previous $394,000 0.25%
% of portfolio
0.18%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$51.14 - $57.0 $2,812 - $3,135
55 Added 0.8%
6,962 $395,000
Q1 2025

Apr 28, 2025
BUY
$56.17 - $59.71 $123,236 - $131,003
2,194 Added 46.55%
6,907 $394,000
Q3 2024

Oct 24, 2024
SELL
$54.98 - $59.51 $5,168 - $5,593
-94 Reduced 1.96%
4,713 $280,000
Q2 2024

Jul 11, 2024
BUY
$55.45 - $57.39 $266,548 - $275,873
4,807 New
4,807 $272,000

Others Institutions Holding JEPI

# of Institutions
1,388
Shares Held
739M
Call Options Held
511K
Put Options Held
363K
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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