Investment Planning Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 122,386 shares of JPIE stock, worth $5.59 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
122,386
Previous 122,386
-0.0%
Holding current value
$5.59 Million
Previous $5.56 Billion
99.9%
% of portfolio
3.06%
Previous 2.84%
Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
224Shares Held
29.1MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
-
Jpmorgan Chase & CO New York, NY2.04MShares$92.9 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.91MShares$87.1 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$74.7 Million0.85% of portfolio
-
Savant Capital, LLC1.38MShares$63 Million0.55% of portfolio