Pds Planning, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Pds Planning, Inc

$1.42 Billion
Q3 2025

A detailed history of Pds Planning, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Pds Planning, Inc holds 42,790 shares of JEPQ stock, worth $2.47 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

42,790

Previous 40,197 6.45%

Holding current value

$2.47 Million

Previous $2.19 Million 12.58%

% of portfolio

0.17%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$53.81 - $57.52 $139,529 - $149,149	2,593 Added 6.45%	42,790 $2.46 Million
Q2 2025 Jul 24, 2025	BUY	$45.88 - $54.4 $36,336 - $43,084	792 Added 2.01%	40,197 $2.19 Million
Q1 2025 Apr 23, 2025	BUY	$51.45 - $58.51 $129,190 - $146,918	2,511 Added 6.81%	39,405 $2.04 Million
Q4 2024 Feb 10, 2025	BUY	$53.94 - $58.15 $11,111 - $11,978	206 Added 0.56%	36,894 $2.08 Million
Q3 2024 Oct 29, 2024	BUY	$49.7 - $56.11 $330,256 - $372,850	6,645 Added 22.12%	36,688 $2.02 Million
Q2 2024 Aug 07, 2024	BUY	$50.84 - $55.56 $411,498 - $449,702	8,094 Added 36.88%	30,043 $1.67 Million
Q1 2024 May 01, 2024	BUY	$49.02 - $54.29 $629,808 - $697,517	12,848 Added 141.17%	21,949 $1.19 Million
Q4 2023 Feb 01, 2024	BUY	$45.1 - $50.32 $410,455 - $457,962	9,101 New	9,101 $454,000

Others Institutions Holding JEPQ

# of Institutions

908

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

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About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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