Retirement Planning Group, LLC / Ny J P Morgan ETF Tr Nasdaq Equit Transaction History

Retirement Planning Group, LLC / Ny

  • $134 Billion
  • Q3 2025

A detailed history of Retirement Planning Group, LLC / Ny transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Retirement Planning Group, LLC / Ny holds 33,576 shares of JEPQ stock, worth $1.94 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
33,576
Previous 10,683 214.29%
Holding current value
$1.94 Million
Previous $581 Million 232.32%
% of portfolio
1.44%
Previous 0.51%

Shares

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

Oct 27, 2025
BUY
$53.81 - $57.52 $1.23 Million - $1.32 Million
22,893 Added 214.29%
33,576 $1.93 Billion
Q2 2025

Jul 25, 2025
BUY
$45.88 - $54.4 $252,615 - $299,526
5,506 Added 106.36%
10,683 $581 Million
Q1 2025

Apr 22, 2025
BUY
$51.45 - $58.51 $3,447 - $3,920
67 Added 1.31%
5,177 $268 Million
Q4 2024

Feb 19, 2025
BUY
$53.94 - $58.15 $275,633 - $297,146
5,110 New
5,110 $288 Million

Others Institutions Holding JEPQ

# of Institutions
909
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
Track This Portfolio

Track Retirement Planning Group, LLC / Ny Portfolio

Follow Retirement Planning Group, LLC / Ny 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 Retirement Planning Group, LLC / Ny, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group, LLC / Ny with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email