Comprehensive Financial Planning, Inc./Pa J P Morgan ETF Tr Nasdaq Equit Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $103 Billion
  • Q1 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 15,970 shares of JEPQ stock, worth $859,345. This represents 0.8% of its overall portfolio holdings.

Number of Shares
15,970
Previous 27,047 40.95%
Holding current value
$859,345
Previous $1.52 Billion 45.77%
% of portfolio
0.8%
Previous 1.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$51.45 - $58.51 $569,911 - $648,115
-11,077 Reduced 40.95%
15,970 $827 Million
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $1.46 Million - $1.57 Million
27,047 New
27,047 $1.52 Billion

Others Institutions Holding JEPQ

# of Institutions
821
Shares Held
242M
Call Options Held
679K
Put Options Held
672K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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