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 $304,429. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,145

Previous 6,285 18.14%

Holding current value

$304,429

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

1,308

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
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

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