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

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,145 shares of JEPI stock, worth $307,207. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,145

Previous 6,285 18.14%

Holding current value

$307,207

Previous $374 Million 20.86%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$57.53 - $60.83 $65,584 - $69,346	-1,140 Reduced 18.14%	5,145 $296 Million
Q3 2024 Nov 05, 2024	BUY	$54.98 - $59.51 $37,496 - $40,585	682 Added 12.17%	6,285 $374 Million
Q2 2024 Aug 09, 2024	SELL	$55.45 - $57.39 $5.47 Million - $5.66 Million	-98,638 Reduced 94.62%	5,603 $318 Million
Q1 2024 May 07, 2024	BUY	$54.75 - $57.86 $75,664 - $79,962	1,382 Added 1.34%	104,241 $6.03 Billion
Q4 2023 Jan 05, 2024	BUY	$51.51 - $55.33 $140,004 - $150,386	2,718 Added 2.71%	102,859 $5.66 Billion
Q3 2023 Nov 01, 2023	BUY	$53.5 - $55.92 $1.68 Million - $1.75 Million	31,354 Added 45.58%	100,141 $5.36 Billion
Q2 2023 Jul 31, 2023	SELL	$53.85 - $55.4 $516,259 - $531,119	-9,587 Reduced 12.23%	68,787 $3.81 Billion
Q1 2023 May 10, 2023	SELL	$52.13 - $55.7 $2.65 Million - $2.84 Million	-50,923 Reduced 39.38%	78,374 $4.28 Billion
Q4 2022 Feb 16, 2023	BUY	$50.88 - $56.78 $6.58 Million - $7.34 Million	129,297 New	129,297 $7.1 Billion

Others Institutions Holding JEPI

# of Institutions

1,315

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Wealth Plan Partners, LLC J P Morgan Exchange Traded Fd Transaction History