Cornerstone Planning Group LLC J P Morgan Exchange Traded Fd Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 786 shares of JEPI stock, worth $44,597. This represents 0.01% of its overall portfolio holdings.

Number of Shares
786
Previous 685 14.74%
Holding current value
$44,597
Previous $38.3 Million 16.82%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$55.61 - $57.37 $5,616 - $5,794
101 Added 14.74%
786 $44.7 Million
Q2 2025

Aug 11, 2025
BUY
$51.14 - $57.0 $35,030 - $39,045
685 New
685 $38.3 Million
Q3 2023

Nov 08, 2023
BUY
$53.5 - $55.92 $11,021 - $11,519
206 New
206 $11 Million

Others Institutions Holding JEPI

# of Institutions
1,435
Shares Held
332M
Call Options Held
737K
Put Options Held
636K
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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