A detailed history of Creative Planning transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Creative Planning holds 11,238 shares of JPIE stock, worth $518,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,238
Previous 10,424 7.81%
Holding current value
$518,970
Previous $483,000 6.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025

BUY
$45.59 - $46.25 $37,110 - $37,647
814 Added 7.81%
11,238 $512,000
Q3 2024

Oct 11, 2024

SELL
$45.17 - $46.39 $170,742 - $175,354
-3,780 Reduced 26.61%
10,424 $483,000
Q2 2024

Aug 15, 2024

BUY
$44.81 - $45.47 $636,481 - $645,855
14,204 New
14,204 $645,000

Others Institutions Holding JPIE

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JPIE
More about JPIE
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.