Planned Solutions, Inc. J P Morgan Exchange Traded Fd Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

A detailed history of Planned Solutions, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Planned Solutions, Inc. holds 476,001 shares of JPIE stock, worth $21.6 Million. This represents 9.49% of its overall portfolio holdings.

Number of Shares

476,001

Previous 461,898 3.05%

Holding current value

$21.6 Million

Previous $21.1 Million 3.98%

% of portfolio

9.49%

Previous 9.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$45.46 - $46.18 $641,122 - $651,276	14,103 Added 3.05%	476,001 $21.9 Million
Q4 2024 Jan 16, 2025	BUY	$45.59 - $46.25 $6.78 Million - $6.88 Million	148,726 Added 47.49%	461,898 $21.1 Million
Q3 2024 Oct 08, 2024	BUY	$45.17 - $46.39 $515,118 - $529,031	11,404 Added 3.78%	313,172 $14.5 Million
Q2 2024 Jul 24, 2024	BUY	$44.81 - $45.47 $224,811 - $228,122	5,017 Added 1.69%	301,768 $13.7 Million
Q1 2024 Apr 26, 2024	BUY	$45.21 - $45.87 $38,971 - $39,539	862 Added 0.29%	296,751 $13.5 Million
Q4 2023 Jan 17, 2024	BUY	$43.78 - $45.84 $432,809 - $453,174	9,886 Added 3.46%	295,889 $13.5 Million
Q3 2023 Feb 06, 2024	SELL	$44.22 - $45.5 $87,246 - $89,771	-1,973 Reduced 0.67%	293,916 $13 Million
Q2 2023 Jul 11, 2023	BUY	$45.13 - $45.92 $405,989 - $413,096	8,996 Added 3.25%	286,003 $12.9 Million
Q1 2023 Apr 12, 2023	BUY	$44.82 - $46.38 $605,383 - $626,454	13,507 Added 5.13%	277,007 $12.7 Million
Q4 2022 Jan 25, 2023	BUY	$43.89 - $45.62 $11.6 Million - $12 Million	263,500 New	263,500 $0

Others Institutions Holding JPIE

# of Institutions

277

Shares Held

42.1M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Planned Solutions, Inc. J P Morgan Exchange Traded Fd Transaction History