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

Summit Wealth & Retirement Planning, Inc.

  • $309 Million
  • Q4 2024

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 4,710 shares of JEPI stock, worth $279,821. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,710
Previous 3,878 21.45%
Holding current value
$279,821
Previous $230,000 17.39%
% of portfolio
0.09%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,323
Shares Held
304M
Call Options Held
179K
Put Options Held
309K
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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