Investment Planning Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

A detailed history of Investment Planning Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 34,043 shares of JEPQ stock, worth $1.98 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
34,043
Previous 33,418 1.87%
Holding current value
$1.98 Million
Previous $1.84 Million 4.58%
% of portfolio
0.96%
Previous 0.99%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$53.94 - $58.15 $33,712 - $36,343
625 Added 1.87%
34,043 $1.92 Million
Q2 2024

Jul 22, 2024
BUY
$50.84 - $55.56 $1.7 Million - $1.86 Million
33,418 New
33,418 $1.85 Billion

Others Institutions Holding JEPQ

# of Institutions
664
Shares Held
117M
Call Options Held
292K
Put Options Held
264K
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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