Capital Planning Advisors, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Capital Planning Advisors, LLC

  • $664 Million
  • Q2 2025
Number of Shares
190,694
Previous 182,694 4.38%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
8,000 Added 4.38%
190,694 $0
Q1 2025

May 12, 2025
BUY
N/A
13,775 Added 8.15%
182,694 $0
Q4 2024

Jan 17, 2025
BUY
N/A
49,826 Added 41.84%
168,919 $0
Q3 2024

Nov 12, 2024
BUY
N/A
41,682 Added 53.85%
119,093 $0
Q2 2024

Aug 12, 2024
BUY
N/A
41,149 Added 113.48%
77,411 $0
Q1 2024

May 15, 2024
BUY
N/A
10,186 Added 39.06%
36,262 $0
Q4 2023

Feb 12, 2024
BUY
N/A
26,076 New
26,076 $0
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