Bank Plus Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Bank Plus Wealth Management LLC
- $136 Billion
- Q1 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 147,631 shares of JPIE stock, worth $6.78 Million. This represents 5.0% of its overall portfolio holdings.
Number of Shares
147,631
Previous 139,308
5.97%
Holding current value
$6.78 Million
Previous $6.36 Billion
7.02%
% of portfolio
5.0%
Previous 4.74%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
282Shares Held
43.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$230 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.2 Million0.86% of portfolio
-
Savant Capital, LLC1.92MShares$88.3 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.5 Million0.02% of portfolio