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

Investment Planning Advisors, Inc.

  • $202 Million
  • Q1 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 34,282 shares of JEPQ stock, worth $1.76 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
34,282
Previous 34,043 0.7%
Holding current value
$1.76 Million
Previous $1.92 Million 7.5%
% of portfolio
0.88%
Previous 0.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
794
Shares Held
140M
Call Options Held
332K
Put Options Held
202K
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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