Wealth Plan Investment Management, LLC J P Morgan Exchange Traded Fd Transaction History

Wealth Plan Investment Management, LLC

  • $614 Million
  • Q2 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 18,105 shares of JEPI stock, worth $1.07 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
18,105
Previous 83,213 78.24%
Holding current value
$1.07 Million
Previous $4.81 Million 78.69%
% of portfolio
0.17%
Previous 0.82%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$55.45 - $57.39 $3.61 Million - $3.74 Million
-65,108 Reduced 78.24%
18,105 $1.03 Million
Q1 2024

May 16, 2024
BUY
$54.75 - $57.86 $928,888 - $981,652
16,966 Added 25.61%
83,213 $4.81 Million
Q4 2023

Jan 05, 2024
BUY
$51.51 - $55.33 $92,563 - $99,428
1,797 Added 2.79%
66,247 $3.64 Million
Q3 2023

Nov 15, 2023
SELL
$53.5 - $55.92 $1.91 Million - $2 Million
-35,691 Reduced 35.64%
64,450 $3.45 Million
Q3 2023

Nov 09, 2023
BUY
$53.5 - $55.92 $3.33 Million - $3.48 Million
62,218 Added 164.06%
100,141 $5.36 Million
Q2 2023

Aug 14, 2023
SELL
$53.85 - $55.4 $2.02 Million - $2.08 Million
-37,539 Reduced 49.75%
37,923 $2.1 Million
Q2 2023

Jul 25, 2023
BUY
$53.85 - $55.4 $1.36 Million - $1.4 Million
25,184 Added 50.09%
75,462 $4.18 Million
Q1 2023

May 08, 2023
SELL
$52.13 - $55.7 $4.11 Million - $4.4 Million
-78,925 Reduced 61.09%
50,278 $2.75 Million
Q4 2022

Feb 15, 2023
BUY
$50.88 - $56.78 $567,719 - $633,551
11,158 Added 9.45%
129,203 $7.04 Million
Q3 2022

Dec 12, 2022
BUY
$51.23 - $57.83 $6.05 Million - $6.83 Million
118,045 New
118,045 $6.56 Million

Others Institutions Holding JEPI

# of Institutions
1,134
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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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