Pds Planning, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Pds Planning, Inc

  • $1.11 Billion
  • Q4 2024

A detailed history of Pds Planning, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Pds Planning, Inc holds 36,894 shares of JEPQ stock, worth $1.91 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
36,894
Previous 36,688 0.56%
Holding current value
$1.91 Million
Previous $2.02 Million 3.23%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Feb 10, 2025
BUY
$53.94 - $58.15 $11,111 - $11,978
206 Added 0.56%
36,894 $2.08 Million
Q3 2024

Oct 29, 2024
BUY
$49.7 - $56.11 $330,256 - $372,850
6,645 Added 22.12%
36,688 $2.02 Million
Q2 2024

Aug 07, 2024
BUY
$50.84 - $55.56 $411,498 - $449,702
8,094 Added 36.88%
30,043 $1.67 Million
Q1 2024

May 01, 2024
BUY
$49.02 - $54.29 $629,808 - $697,517
12,848 Added 141.17%
21,949 $1.19 Million
Q4 2023

Feb 01, 2024
BUY
$45.1 - $50.32 $410,455 - $457,962
9,101 New
9,101 $454,000

Others Institutions Holding JEPQ

# of Institutions
775
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Pds Planning, Inc Portfolio

Follow Pds Planning, Inc 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 Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email