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

Planning Directions Inc

$188 Million
Q3 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 45,283 shares of JEPQ stock, worth $2.62 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

45,283

Previous 40,182 12.69%

Holding current value

$2.62 Million

Previous $2.19 Million 19.18%

% of portfolio

1.39%

Previous 1.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$53.81 - $57.52 $274,484 - $293,409	5,101 Added 12.69%	45,283 $2.6 Million
Q2 2025 Aug 01, 2025	BUY	$45.88 - $54.4 $34,914 - $41,398	761 Added 1.93%	40,182 $2.19 Million
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

908

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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