Summit Wealth & Retirement Planning, Inc. J P Morgan Exchange Traded Fd Transaction History

Summit Wealth & Retirement Planning, Inc.

$312 Million
Q1 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 4,900 shares of JEPI stock, worth $280,868. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,900

Previous 4,710 4.03%

Holding current value

$280,868

Previous $270,000 3.33%

% of portfolio

0.09%

Previous 0.09%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$56.17 - $59.71 $10,672 - $11,344	190 Added 4.03%	4,900 $279,000
Q4 2024 Jan 28, 2025	BUY	$57.53 - $60.83 $47,864 - $50,610	832 Added 21.45%	4,710 $270,000
Q3 2024 Nov 01, 2024	BUY	$54.98 - $59.51 $213,212 - $230,779	3,878 New	3,878 $230,000

Others Institutions Holding JEPI

# of Institutions

1,386

Shares Held

732M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Summit Wealth & Retirement Planning, Inc. J P Morgan Exchange Traded Fd Transaction History