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

Consolidated Planning Corp

$656 Million
Q4 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 28,286 shares of JEPQ stock, worth $1.55 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

28,286

Previous 28,041 0.87%

Holding current value

$1.55 Million

Previous $1.54 Million 3.51%

% of portfolio

0.24%

Previous 0.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$53.94 - $58.15 $13,215 - $14,246	245 Added 0.87%	28,286 $1.59 Million
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

773

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

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About J P MORGAN ETF TR NASDAQ EQUIT

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