Retirement Planning Group J P Morgan Exchange Traded Fd Transaction History

Retirement Planning Group

$2.04 Billion
Q3 2025

A detailed history of Retirement Planning Group transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Retirement Planning Group holds 78,974 shares of JEPI stock, worth $4.48 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

78,974

Previous 60,402 30.75%

Holding current value

$4.48 Million

Previous $3.43 Million 31.34%

% of portfolio

0.22%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$55.61 - $57.37 $1.03 Million - $1.07 Million	18,572 Added 30.75%	78,974 $4.51 Million
Q2 2025 Jul 30, 2025	BUY	$51.14 - $57.0 $376,441 - $419,577	7,361 Added 13.88%	60,402 $3.43 Million
Q1 2025 Apr 10, 2025	SELL	$56.17 - $59.71 $27,635 - $29,377	-492 Reduced 0.92%	53,041 $3.01 Million
Q4 2024 Feb 18, 2025	BUY	$57.53 - $60.83 $405,701 - $428,973	7,052 Added 15.17%	53,533 $3.08 Million
Q3 2024 Oct 10, 2024	BUY	$54.98 - $59.51 $19,188 - $20,768	349 Added 0.76%	46,481 $2.77 Million

Q2 2024 Jul 12, 2024	BUY	$55.45 - $57.39 $1.94 Million - $2.01 Million	34,979 Added 313.63%	46,132 $2.61 Million
Q1 2024 Apr 12, 2024	BUY	$54.75 - $57.86 $33,835 - $35,757	618 Added 5.87%	11,153 $645,000
Q4 2023 Jan 12, 2024	SELL	$51.51 - $55.33 $26,733 - $28,716	-519 Reduced 4.7%	10,535 $579,000
Q3 2023 Oct 24, 2023	BUY	$53.5 - $55.92 $2,140 - $2,236	40 Added 0.36%	11,054 $592,000
Q2 2023 Jul 24, 2023	BUY	$53.85 - $55.4 $152,557 - $156,948	2,833 Added 34.63%	11,014 $609,000
Q1 2023 Apr 19, 2023	BUY	$52.13 - $55.7 $47,542 - $50,798	912 Added 12.55%	8,181 $446,000
Q4 2022 Jan 18, 2023	BUY	$50.88 - $56.78 $167,344 - $186,749	3,289 Added 82.64%	7,269 $0
Q3 2022 Oct 13, 2022	BUY	$51.23 - $57.83 $203,895 - $230,163	3,980 New	3,980 $204,000

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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Retirement Planning Group J P Morgan Exchange Traded Fd Transaction History