Planned Solutions, Inc. J P Morgan Exchange Traded Fd Transaction History

Planned Solutions, Inc.

  • $260 Million
  • Q3 2025

A detailed history of Planned Solutions, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Planned Solutions, Inc. holds 497,668 shares of JPIE stock, worth $23 Million. This represents 8.9% of its overall portfolio holdings.

Number of Shares
497,668
Previous 473,539 5.1%
Holding current value
$23 Million
Previous $21.9 Million 5.3%
% of portfolio
8.9%
Previous 9.27%

Shares

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

Oct 23, 2025
BUY
$46.01 - $46.55 $1.11 Million - $1.12 Million
24,129 Added 5.1%
497,668 $23.1 Million
Q2 2025

Jul 29, 2025
SELL
$45.12 - $46.32 $111,085 - $114,039
-2,462 Reduced 0.52%
473,539 $21.9 Million
Q1 2025

Apr 09, 2025
BUY
$45.46 - $46.18 $641,122 - $651,276
14,103 Added 3.05%
476,001 $21.9 Million
Q4 2024

Jan 16, 2025
BUY
$45.59 - $46.25 $6.78 Million - $6.88 Million
148,726 Added 47.49%
461,898 $21.1 Million
Q3 2024

Oct 08, 2024
BUY
$45.17 - $46.39 $515,118 - $529,031
11,404 Added 3.78%
313,172 $14.5 Million
Q2 2024

Jul 24, 2024
BUY
$44.81 - $45.47 $224,811 - $228,122
5,017 Added 1.69%
301,768 $13.7 Million
Q1 2024

Apr 26, 2024
BUY
$45.21 - $45.87 $38,971 - $39,539
862 Added 0.29%
296,751 $13.5 Million
Q4 2023

Jan 17, 2024
BUY
$43.78 - $45.84 $432,809 - $453,174
9,886 Added 3.46%
295,889 $13.5 Million
Q3 2023

Feb 06, 2024
SELL
$44.22 - $45.5 $87,246 - $89,771
-1,973 Reduced 0.67%
293,916 $13 Million
Q2 2023

Jul 11, 2023
BUY
$45.13 - $45.92 $405,989 - $413,096
8,996 Added 3.25%
286,003 $12.9 Million
Q1 2023

Apr 12, 2023
BUY
$44.82 - $46.38 $605,383 - $626,454
13,507 Added 5.13%
277,007 $12.7 Million
Q4 2022

Jan 25, 2023
BUY
$43.89 - $45.62 $11.6 Million - $12 Million
263,500 New
263,500 $0

Others Institutions Holding JPIE

# of Institutions
382
Shares Held
78.9M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
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