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

Pds Planning, Inc

  • $1.1 Billion
  • Q3 2024

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 36,688 shares of JEPQ stock, worth $2.04 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
36,688
Previous 30,043 22.12%
Holding current value
$2.04 Million
Previous $1.67 Million 20.88%
% of portfolio
0.18%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
626
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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