Pds Planning, Inc J P Morgan Exchange Traded Fd Transaction History

Pds Planning, Inc

$1.42 Billion
Q3 2025

A detailed history of Pds Planning, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pds Planning, Inc holds 32,820 shares of JEPI stock, worth $1.86 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

32,820

Previous 30,243 8.52%

Holding current value

$1.86 Million

Previous $1.72 Million 9.02%

% of portfolio

0.13%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$55.61 - $57.37 $143,306 - $147,842	2,577 Added 8.52%	32,820 $1.87 Million
Q2 2025 Jul 24, 2025	BUY	$51.14 - $57.0 $27,615 - $30,780	540 Added 1.82%	30,243 $1.72 Million
Q1 2025 Apr 23, 2025	BUY	$56.17 - $59.71 $143,402 - $152,439	2,553 Added 9.4%	29,703 $1.7 Million
Q4 2024 Feb 10, 2025	BUY	$57.53 - $60.83 $18,984 - $20,073	330 Added 1.23%	27,150 $1.56 Million
Q3 2024 Oct 29, 2024	BUY	$54.98 - $59.51 $182,918 - $197,989	3,327 Added 14.16%	26,820 $1.6 Million

Q2 2024 Aug 07, 2024	BUY	$55.45 - $57.39 $339,354 - $351,226	6,120 Added 35.23%	23,493 $1.33 Million
Q1 2024 May 01, 2024	BUY	$54.75 - $57.86 $394,200 - $416,592	7,200 Added 70.78%	17,373 $1.01 Million
Q4 2023 Feb 01, 2024	BUY	$51.51 - $55.33 $301,436 - $323,791	5,852 Added 135.43%	10,173 $559,000
Q3 2023 Oct 20, 2023	BUY	$53.5 - $55.92 $231,173 - $241,630	4,321 New	4,321 $231,000

Others Institutions Holding JEPI

# of Institutions

1,436

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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