Planning Directions Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Planning Directions Inc

  • $232 Million
  • Q1 2025

A detailed history of Planning Directions Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Planning Directions Inc holds 39,421 shares of JEPQ stock, worth $2.02 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
39,421
Previous 33,097 19.11%
Holding current value
$2.02 Million
Previous $1.87 Million 9.38%
% of portfolio
0.88%
Previous 1.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$51.45 - $58.51 $325,369 - $370,017
6,324 Added 19.11%
39,421 $2.04 Million
Q4 2024

Feb 06, 2025
BUY
$53.94 - $58.15 $449,535 - $484,622
8,334 Added 33.66%
33,097 $1.87 Million
Q3 2024

Nov 07, 2024
BUY
$49.7 - $56.11 $154,169 - $174,053
3,102 Added 14.32%
24,763 $1.36 Million
Q2 2024

Aug 09, 2024
BUY
$50.84 - $55.56 $570,323 - $623,272
11,218 Added 107.42%
21,661 $1.2 Million
Q1 2024

May 08, 2024
BUY
$49.02 - $54.29 $511,915 - $566,950
10,443 New
10,443 $566,000

Others Institutions Holding JEPQ

# of Institutions
793
Shares Held
141M
Call Options Held
332K
Put Options Held
202K
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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