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 23,608 shares of JEPQ stock, worth $1.37 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,608
Previous 20,642 14.37%
Holding current value
$1.37 Million
Previous $1.15 Million 13.19%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.