Consolidated Planning Corp J P Morgan ETF Tr Nasdaq Equit Transaction History

Consolidated Planning Corp

$869 Million
Q4 2025

A detailed history of Consolidated Planning Corp transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Consolidated Planning Corp holds 28,195 shares of JEPQ stock, worth $1.63 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

28,195

Previous 28,017 0.64%

Holding current value

$1.63 Million

Previous $1.61 Million 1.18%

% of portfolio

0.19%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$56.33 - $59.22 $10,026 - $10,541	178 Added 0.64%	28,195 $1.63 Million
Q3 2025 Oct 27, 2025	SELL	$53.81 - $57.52 $9,901 - $10,583	-184 Reduced 0.65%	28,017 $1.61 Million
Q2 2025 Jul 18, 2025	BUY	$45.88 - $54.4 $15,690 - $18,604	342 Added 1.23%	28,201 $1.53 Million
Q1 2025 Apr 22, 2025	SELL	$51.45 - $58.51 $21,969 - $24,983	-427 Reduced 1.51%	27,859 $1.44 Million
Q4 2024 Jan 29, 2025	BUY	$53.94 - $58.15 $13,215 - $14,246	245 Added 0.87%	28,286 $1.59 Million

Q3 2024 Oct 31, 2024	SELL	$49.7 - $56.11 $58,695 - $66,265	-1,181 Reduced 4.04%	28,041 $1.54 Million
Q2 2024 Aug 02, 2024	BUY	$50.84 - $55.56 $74,989 - $81,951	1,475 Added 5.32%	29,222 $1.62 Million
Q1 2024 May 02, 2024	BUY	$49.02 - $54.29 $486,670 - $538,991	9,928 Added 55.72%	27,747 $1.5 Million
Q4 2023 Feb 02, 2024	BUY	$45.1 - $50.32 $803,636 - $896,652	17,819 New	17,819 $889,000

Others Institutions Holding JEPQ

# of Institutions

934

Shares Held

179M

Call Options Held

2.02M

Put Options Held

842K

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About J P MORGAN ETF TR NASDAQ EQUIT

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Consolidated Planning Corp J P Morgan ETF Tr Nasdaq Equit Transaction History