Plan Group Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Plan Group Financial, LLC holds 6,950 shares of JEPI stock, worth $394,343. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,950
Previous 6,933 0.25%
Holding current value
$394,343
Previous $394,000 0.51%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Oct 27, 2025
BUY
$55.61 - $57.37 $945 - $975
17 Added 0.25%
6,950 $396,000
Q2 2025

Aug 13, 2025
BUY
$51.14 - $57.0 $91,642 - $102,144
1,792 Added 34.86%
6,933 $394,000
Q1 2025

May 09, 2025
BUY
$56.17 - $59.71 $288,769 - $306,969
5,141 New
5,141 $293,000

Others Institutions Holding JEPI

# of Institutions
1,433
Shares Held
333M
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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