Retirement Planning Group, LLC / Ny J P Morgan ETF Tr Nasdaq Equit Transaction History

Retirement Planning Group, LLC / Ny

  • $114 Billion
  • Q2 2025

A detailed history of Retirement Planning Group, LLC / Ny transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Retirement Planning Group, LLC / Ny holds 10,683 shares of JEPQ stock, worth $590,983. This represents 0.51% of its overall portfolio holdings.

Number of Shares
10,683
Previous 5,177 106.36%
Holding current value
$590,983
Previous $268 Million 116.8%
% of portfolio
0.51%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$45.88 - $54.4 $252,615 - $299,526
5,506 Added 106.36%
10,683 $581 Million
Q1 2025

Apr 22, 2025
BUY
$51.45 - $58.51 $3,447 - $3,920
67 Added 1.31%
5,177 $268 Million
Q4 2024

Feb 19, 2025
BUY
$53.94 - $58.15 $275,633 - $297,146
5,110 New
5,110 $288 Million

Others Institutions Holding JEPQ

# of Institutions
831
Shares Held
241M
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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