Essential Planning, Llc. J P MORGAN EXCHANGE TRADED F Transaction History

Essential Planning, Llc.

  • $314 Billion
  • Q4 2025
Number of Shares
161,716
Previous 96,960 66.79%
Holding current value
$8.46 Billion
Previous $5.09 Billion 66.35%
% of portfolio
2.7%
Previous 1.75%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
N/A
64,756 Added 66.79%
161,716 $8.46 Billion
Q3 2025

Oct 28, 2025
BUY
N/A
43,870 Added 82.63%
96,960 $5.09 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
14,660 Added 38.15%
53,090 $2.77 Billion
Q1 2025

May 08, 2025
SELL
N/A
-831,019 Reduced 95.58%
38,430 $2 Billion
Q4 2024

Feb 07, 2025
BUY
N/A
858,625 Added 7932.6%
869,449 $0
Q3 2024

Nov 07, 2024
BUY
N/A
10,824 New
10,824 $0
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