Investment Planning Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 21,578 shares of JEPQ stock, worth $1.25 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
21,578
Previous 25,409 15.08%
Holding current value
$1.25 Million
Previous $1.38 Million 10.2%
% of portfolio
0.45%
Previous 0.68%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$53.81 - $57.52 $206,146 - $220,359
-3,831 Reduced 15.08%
21,578 $1.24 Million
Q2 2025

Jul 21, 2025
SELL
$45.88 - $54.4 $407,093 - $482,691
-8,873 Reduced 25.88%
25,409 $1.38 Million
Q1 2025

Apr 22, 2025
BUY
$51.45 - $58.51 $12,296 - $13,983
239 Added 0.7%
34,282 $1.78 Million
Q4 2024

Jan 22, 2025
BUY
$53.94 - $58.15 $33,712 - $36,343
625 Added 1.87%
34,043 $1.92 Million
Q2 2024

Jul 22, 2024
BUY
$50.84 - $55.56 $1.7 Million - $1.86 Million
33,418 New
33,418 $1.85 Billion

Others Institutions Holding JEPQ

# of Institutions
908
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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