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

Planned Solutions, Inc.

$231 Million
Q1 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 476,001 shares of JPIE stock, worth $21.9 Million. This represents 9.49% of its overall portfolio holdings.

Number of Shares

476,001

Previous 461,898 3.05%

Holding current value

$21.9 Million

Previous $21.1 Million 3.98%

% of portfolio

9.49%

Previous 9.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

276

Shares Held

41.8M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.

Account

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