Creative Planning J P Morgan ETF Tr Nasdaq Equit Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Creative Planning holds 108,458 shares of JEPQ stock, worth $6.27 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
108,458
Previous 86,540 25.33%
Holding current value
$6.27 Million
Previous $4.71 Million 32.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$53.81 - $57.52 $1.18 Million - $1.26 Million
21,918 Added 25.33%
108,458 $6.24 Million
Q2 2025

Aug 08, 2025
SELL
$45.88 - $54.4 $785,419 - $931,273
-17,119 Reduced 16.51%
86,540 $4.71 Million
Q1 2025

May 15, 2025
BUY
$51.45 - $58.51 $3.03 Million - $3.45 Million
58,976 Added 131.99%
103,659 $5.37 Million
Q4 2024

Feb 14, 2025
BUY
$53.94 - $58.15 $1.14 Million - $1.23 Million
21,075 Added 89.27%
44,683 $2.52 Million
Q3 2024

Oct 11, 2024
BUY
$49.7 - $56.11 $147,410 - $166,422
2,966 Added 14.37%
23,608 $1.3 Million
Q2 2024

Aug 15, 2024
BUY
$50.84 - $55.56 $766,565 - $837,733
15,078 Added 270.99%
20,642 $1.15 Million
Q1 2024

May 10, 2024
SELL
$49.02 - $54.29 $40,931 - $45,332
-835 Reduced 13.05%
5,564 $301,000
Q4 2023

Feb 14, 2024
BUY
$45.1 - $50.32 $262,527 - $292,912
5,821 Added 1007.09%
6,399 $319,000
Q3 2023

Nov 16, 2023
BUY
$46.47 - $49.43 $26,859 - $28,570
578 New
578 $27,000

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

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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