Planning Directions Inc J P Morgan Exchange Traded Fd Transaction History

Planning Directions Inc

  • $164 Million
  • Q3 2024

A detailed history of Planning Directions Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Planning Directions Inc holds 40,412 shares of JEPI stock, worth $2.38 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
40,412
Previous 36,401 11.02%
Holding current value
$2.38 Million
Previous $2.06 Million 16.53%
% of portfolio
1.47%
Previous 1.44%

Shares

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

Nov 07, 2024
BUY
$54.98 - $59.51 $220,524 - $238,694
4,011 Added 11.02%
40,412 $2.4 Million
Q2 2024

Aug 09, 2024
BUY
$55.45 - $57.39 $663,736 - $686,958
11,970 Added 49.0%
36,401 $2.06 Million
Q1 2024

May 08, 2024
BUY
$54.75 - $57.86 $885,690 - $936,001
16,177 Added 195.99%
24,431 $1.41 Million
Q4 2023

Jan 31, 2024
BUY
$51.51 - $55.33 $425,163 - $456,693
8,254 New
8,254 $453,000

Others Institutions Holding JEPI

# of Institutions
1,171
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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