Creative Planning J P Morgan ETF Tr Nasdaq Equit Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Creative Planning holds 86,540 shares of JEPQ stock, worth $4.94 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

86,540

Previous 103,659 16.51%

Holding current value

$4.94 Million

Previous $5.37 Million 12.3%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$45.88 - $54.4 $785,419 - $931,273	-17,119 Reduced 16.51%	86,540 $4.71 Million
Q1 2025 May 15, 2025	BUY	$51.45 - $58.51 $3.03 Million - $3.45 Million	58,976 Added 131.99%	103,659 $5.37 Million
Q4 2024 Feb 14, 2025	BUY	$53.94 - $58.15 $1.14 Million - $1.23 Million	21,075 Added 89.27%	44,683 $2.52 Million
Q3 2024 Oct 11, 2024	BUY	$49.7 - $56.11 $147,410 - $166,422	2,966 Added 14.37%	23,608 $1.3 Million
Q2 2024 Aug 15, 2024	BUY	$50.84 - $55.56 $766,565 - $837,733	15,078 Added 270.99%	20,642 $1.15 Million
Q1 2024 May 10, 2024	SELL	$49.02 - $54.29 $40,931 - $45,332	-835 Reduced 13.05%	5,564 $301,000
Q4 2023 Feb 14, 2024	BUY	$45.1 - $50.32 $262,527 - $292,912	5,821 Added 1007.09%	6,399 $319,000
Q3 2023 Nov 16, 2023	BUY	$46.47 - $49.43 $26,859 - $28,570	578 New	578 $27,000

Others Institutions Holding JEPQ

# of Institutions

884

Shares Held

165M

Call Options Held

1.34M

Put Options Held

671K

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About J P MORGAN ETF TR NASDAQ EQUIT

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Creative Planning J P Morgan ETF Tr Nasdaq Equit Transaction History