Plan Group Financial, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Plan Group Financial, LLC holds 5,315 shares of JEPQ stock, worth $307,313. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,315
Previous 5,324 0.17%
Holding current value
$307,313
Previous $289,000 5.54%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 27, 2025
SELL
$53.81 - $57.52 $484 - $517
-9 Reduced 0.17%
5,315 $305,000
Q2 2025

Aug 13, 2025
BUY
$45.88 - $54.4 $244,265 - $289,625
5,324 New
5,324 $289,000

Others Institutions Holding JEPQ

# of Institutions
908
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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