Bank Plus Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Bank Plus Wealth Management LLC
- $170 Billion
- Q3 2025
A detailed history of Bank Plus Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 165,945 shares of JPIE stock, worth $7.67 Million. This represents 4.54% of its overall portfolio holdings.
Number of Shares
165,945
Previous 153,576
8.05%
Holding current value
$7.67 Million
Previous $7.11 Billion
8.27%
% of portfolio
4.54%
Previous 4.72%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
385Shares Held
79.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY7.43MShares$343 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.4MShares$249 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$213 Million1.46% of portfolio
-
Savant Capital, LLC3.54MShares$164 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$119 Million0.02% of portfolio