Retirement Planning Group, LLC / Ny J P Morgan Exchange Traded Fd Transaction History

Retirement Planning Group, LLC / Ny

  • $134 Billion
  • Q3 2025

A detailed history of Retirement Planning Group, LLC / Ny transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Retirement Planning Group, LLC / Ny holds 197,083 shares of JEPI stock, worth $11.2 Million. This represents 8.42% of its overall portfolio holdings.

Number of Shares
197,083
Previous 172,465 14.27%
Holding current value
$11.2 Million
Previous $9.8 Billion 14.78%
% of portfolio
8.42%
Previous 8.62%

Shares

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

Oct 27, 2025
BUY
$55.61 - $57.37 $1.37 Million - $1.41 Million
24,618 Added 14.27%
197,083 $11.3 Billion
Q2 2025

Jul 25, 2025
BUY
$51.14 - $57.0 $1.37 Million - $1.53 Million
26,876 Added 18.46%
172,465 $9.8 Billion
Q1 2025

Apr 22, 2025
BUY
$56.17 - $59.71 $1.2 Million - $1.27 Million
21,298 Added 17.14%
145,589 $8.32 Billion
Q4 2024

Feb 19, 2025
BUY
$57.53 - $60.83 $7.15 Million - $7.56 Million
124,291 New
124,291 $7.17 Billion

Others Institutions Holding JEPI

# of Institutions
1,434
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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