Comprehensive Financial Planning, Inc./Pa J P Morgan ETF Tr Nasdaq Equit Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 17,605 shares of JEPQ stock, worth $1.02 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
17,605
Previous 17,041 3.31%
Holding current value
$1.02 Million
Previous $927 Million 9.23%
% of portfolio
0.69%
Previous 0.73%

Shares

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

Nov 12, 2025
BUY
$53.81 - $57.52 $30,348 - $32,441
564 Added 3.31%
17,605 $1.01 Billion
Q2 2025

Aug 08, 2025
BUY
$45.88 - $54.4 $49,137 - $58,262
1,071 Added 6.71%
17,041 $927 Million
Q1 2025

May 09, 2025
SELL
$51.45 - $58.51 $569,911 - $648,115
-11,077 Reduced 40.95%
15,970 $827 Million
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $1.46 Million - $1.57 Million
27,047 New
27,047 $1.52 Billion

Others Institutions Holding JEPQ

# of Institutions
910
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
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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