A detailed history of Retirement Planning Group transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Retirement Planning Group holds 46,481 shares of JEPI stock, worth $2.8 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
46,481
Previous 46,132 0.76%
Holding current value
$2.8 Million
Previous $2.61 Million 5.81%
% of portfolio
0.18%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$54.98 - $59.51 $19,188 - $20,768
349 Added 0.76%
46,481 $2.77 Million
Q2 2024

Jul 12, 2024

BUY
$55.45 - $57.39 $1.94 Million - $2.01 Million
34,979 Added 313.63%
46,132 $2.61 Million
Q1 2024

Apr 12, 2024

BUY
$54.75 - $57.86 $33,835 - $35,757
618 Added 5.87%
11,153 $645,000
Q4 2023

Jan 12, 2024

SELL
$51.51 - $55.33 $26,733 - $28,716
-519 Reduced 4.7%
10,535 $579,000
Q3 2023

Oct 24, 2023

BUY
$53.5 - $55.92 $2,140 - $2,236
40 Added 0.36%
11,054 $592,000
Q2 2023

Jul 24, 2023

BUY
$53.85 - $55.4 $152,557 - $156,948
2,833 Added 34.63%
11,014 $609,000
Q1 2023

Apr 19, 2023

BUY
$52.13 - $55.7 $47,542 - $50,798
912 Added 12.55%
8,181 $446,000
Q4 2022

Jan 18, 2023

BUY
$50.88 - $56.78 $167,344 - $186,749
3,289 Added 82.64%
7,269 $0
Q3 2022

Oct 13, 2022

BUY
$51.23 - $57.83 $203,895 - $230,163
3,980 New
3,980 $204,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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