Reliant Wealth Planning J P Morgan Exchange Traded Fd Transaction History

Reliant Wealth Planning

  • $266 Million
  • Q3 2025

A detailed history of Reliant Wealth Planning transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Reliant Wealth Planning holds 8,666 shares of JEPI stock, worth $491,708. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,666
Previous 6,962 24.48%
Holding current value
$491,708
Previous $395,000 25.06%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Nov 18, 2025
BUY
$55.61 - $57.37 $94,759 - $97,758
1,704 Added 24.48%
8,666 $494,000
Q2 2025

Aug 12, 2025
BUY
$51.14 - $57.0 $2,812 - $3,135
55 Added 0.8%
6,962 $395,000
Q1 2025

Apr 28, 2025
BUY
$56.17 - $59.71 $123,236 - $131,003
2,194 Added 46.55%
6,907 $394,000
Q3 2024

Oct 24, 2024
SELL
$54.98 - $59.51 $5,168 - $5,593
-94 Reduced 1.96%
4,713 $280,000
Q2 2024

Jul 11, 2024
BUY
$55.45 - $57.39 $266,548 - $275,873
4,807 New
4,807 $272,000

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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