Bank Plus Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Bank Plus Wealth Management LLC
- $151 Billion
- Q2 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 153,576 shares of JPIE stock, worth $7.1 Million. This represents 4.72% of its overall portfolio holdings.
Number of Shares
153,576
Previous 147,631
4.03%
Holding current value
$7.1 Million
Previous $6.8 Billion
4.59%
% of portfolio
4.72%
Previous 5.0%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
348Shares Held
60.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.81MShares$176 Million0.01% of portfolio
-
Savant Capital, LLC3.21MShares$148 Million0.97% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$100 Million0.01% of portfolio