Consolidated Planning Corp J P Morgan ETF Tr Nasdaq Equit Transaction History

Consolidated Planning Corp

  • $605 Million
  • Q3 2024

A detailed history of Consolidated Planning Corp transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Consolidated Planning Corp holds 28,041 shares of JEPQ stock, worth $1.62 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
28,041
Previous 29,222 4.04%
Holding current value
$1.62 Million
Previous $1.62 Million 5.0%
% of portfolio
0.25%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$49.7 - $56.11 $58,695 - $66,265
-1,181 Reduced 4.04%
28,041 $1.54 Million
Q2 2024

Aug 02, 2024
BUY
$50.84 - $55.56 $74,989 - $81,951
1,475 Added 5.32%
29,222 $1.62 Million
Q1 2024

May 02, 2024
BUY
$49.02 - $54.29 $486,670 - $538,991
9,928 Added 55.72%
27,747 $1.5 Million
Q4 2023

Feb 02, 2024
BUY
$45.1 - $50.32 $803,636 - $896,652
17,819 New
17,819 $889,000

Others Institutions Holding JEPQ

# of Institutions
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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