A detailed history of Zimmermann Investment Management & Planning LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 163,220 shares of JEPI stock, worth $9.71 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares
163,220
Previous 141,630 15.24%
Holding current value
$9.71 Million
Previous $8.03 Million 21.0%
% of portfolio
3.38%
Previous 2.85%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$54.98 - $59.51 $1.19 Million - $1.28 Million
21,590 Added 15.24%
163,220 $9.71 Million
Q2 2024

Jul 26, 2024

BUY
$55.45 - $57.39 $588,601 - $609,194
10,615 Added 8.1%
141,630 $8.03 Million
Q1 2024

Apr 22, 2024

BUY
$54.75 - $57.86 $319,247 - $337,381
5,831 Added 4.66%
131,015 $7.58 Million
Q4 2023

Jan 22, 2024

BUY
$51.51 - $55.33 $65,108 - $69,937
1,264 Added 1.02%
125,184 $6.88 Million
Q3 2023

Oct 31, 2023

BUY
$53.5 - $55.92 $127,544 - $133,313
2,384 Added 1.96%
123,920 $6.64 Million
Q2 2023

Jul 13, 2023

BUY
$53.85 - $55.4 $88,421 - $90,966
1,642 Added 1.37%
121,536 $6.72 Million
Q1 2023

Apr 25, 2023

SELL
$52.13 - $55.7 $471,724 - $504,029
-9,049 Reduced 7.02%
119,894 $6.55 Million
Q4 2022

Jan 20, 2023

BUY
$50.88 - $56.78 $157,117 - $175,336
3,088 Added 2.45%
128,943 $0
Q3 2022

Nov 01, 2022

BUY
$51.23 - $57.83 $770,191 - $869,416
15,034 Added 13.57%
125,855 $6.45 Million
Q2 2022

Jul 28, 2022

BUY
$52.86 - $62.23 $46,939 - $55,260
888 Added 0.81%
110,821 $6.15 Million
Q1 2022

Apr 18, 2022

BUY
$58.11 - $63.04 $177,409 - $192,461
3,053 Added 2.86%
109,933 $6.75 Million
Q4 2021

Feb 03, 2022

BUY
$59.34 - $63.61 $6.34 Million - $6.8 Million
106,880 New
106,880 $6.75 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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