Vertex Planning Partners, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025
Number of Shares
148,577
Previous 143,240 3.73%
Holding current value
$13.7 Billion
Previous $12.1 Billion 12.95%
% of portfolio
2.62%
Previous 2.53%

Shares

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

Nov 18, 2025
BUY
N/A
5,337 Added 3.73%
148,577 $13.7 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
4,044 Added 2.91%
143,240 $12.1 Billion
Q1 2025

May 14, 2025
BUY
N/A
6,563 Added 4.95%
139,196 $9.35 Billion
Q4 2024

Feb 12, 2025
BUY
N/A
23,605 Added 21.65%
132,633 $10 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
1,684 Added 1.57%
109,028 $7.49 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
107,344 New
107,344 $7.43 Billion
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