Bank Plus Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Bank Plus Wealth Management LLC
- $134 Billion
- Q4 2024
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 139,308 shares of JPIE stock, worth $6.41 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
139,308Holding current value
$6.41 Million% of portfolio
4.74%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
249Shares Held
37.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$227 Million0.02% of portfolio
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Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
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Savant Capital, LLC1.92MShares$88.4 Million0.71% of portfolio
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Royal Bank Of Canada Toronto, A61.88MShares$86.5 Million0.02% of portfolio
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Sequoia Financial Advisors, LLC1.64MShares$75.3 Million0.85% of portfolio