Creative Planning J P Morgan ETF Tr Nasdaq Equit Transaction History

Creative Planning

$103 Billion
Q4 2024

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 44,683 shares of JEPQ stock, worth $2.5 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

44,683

Previous 23,608 89.27%

Holding current value

$2.5 Million

Previous $1.3 Million 94.37%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

771

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Creative Planning J P Morgan ETF Tr Nasdaq Equit Transaction History