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

Essential Planning, Llc.

  • $290 Billion
  • Q3 2025
Number of Shares
96,960
Previous 53,090 82.63%
Holding current value
$5.09 Billion
Previous $2.77 Billion 83.49%
% of portfolio
1.75%
Previous 1.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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