A detailed history of Pds Planning, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pds Planning, Inc holds 37,395 shares of JPIE stock, worth $1.73 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
37,395
Previous 24,766 50.99%
Holding current value
$1.73 Million
Previous $1.15 Million 51.26%
% of portfolio
0.12%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$46.01 - $46.55 $581,060 - $587,879
12,629 Added 50.99%
37,395 $1.74 Million
Q2 2025

Jul 24, 2025

BUY
$45.12 - $46.32 $24,635 - $25,290
546 Added 2.25%
24,766 $1.15 Million
Q1 2025

Apr 23, 2025

BUY
$45.46 - $46.18 $390,683 - $396,870
8,594 Added 55.0%
24,220 $1.12 Million
Q4 2024

Feb 10, 2025

SELL
$45.59 - $46.25 $27,445 - $27,842
-602 Reduced 3.71%
15,626 $712,000
Q3 2024

Oct 29, 2024

BUY
$45.17 - $46.39 $733,018 - $752,816
16,228 New
16,228 $752,000

Others Institutions Holding JPIE

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JPIE
More about JPIE
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