A detailed history of Investment Planning Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 20,175 shares of JPIE stock, worth $932,690. This represents 0.34% of its overall portfolio holdings.

Number of Shares
20,175
Previous 20,477 1.47%
Holding current value
$932,690
Previous $948,000 1.27%
% of portfolio
0.34%
Previous 0.47%

Shares

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

Oct 21, 2025

SELL
$46.01 - $46.55 $13,895 - $14,058
-302 Reduced 1.47%
20,175 $936,000
Q2 2025

Jul 21, 2025

SELL
$45.12 - $46.32 $9.28 Million - $9.53 Million
-205,692 Reduced 90.95%
20,477 $948,000
Q1 2025

Apr 22, 2025

BUY
$45.46 - $46.18 $268,077 - $272,323
5,897 Added 2.68%
226,169 $10.4 Million
Q4 2024

Jan 22, 2025

BUY
$45.59 - $46.25 $4.46 Million - $4.53 Million
97,886 Added 79.98%
220,272 $10 Million
Q2 2024

Jul 22, 2024

BUY
$44.81 - $45.47 $5.48 Million - $5.56 Million
122,386 New
122,386 $5.56 Billion

Others Institutions Holding JPIE

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JPIE
More about JPIE
Track This Portfolio

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. 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 Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.