Avantax Planning Partners, Inc. J P Morgan Exchange Traded Fd Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 13,266 shares of JPIE stock, worth $607,715. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,266
Previous 14,597
9.12%
Holding current value
$607,715
Previous $663,000
7.24%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
251Shares Held
37.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75 Million0.85% of portfolio