Capital Planning Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Capital Planning Advisors, LLC
- $664 Million
- Q2 2025
A detailed history of Capital Planning Advisors, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 279,588 shares of JIRE stock, worth $20.9 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
279,588Holding current value
$20.9 Million% of portfolio
2.98%Shares
1 transactions
Others Institutions Holding JIRE
# of Institutions
244Shares Held
101MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY62.2MShares$4.65 Billion0.31% of portfolio
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Lpl Financial LLC Fort Mill, SC4.05MShares$303 Million0.1% of portfolio
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Envestnet Asset Management Inc2.06MShares$154 Million0.04% of portfolio
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Assetmark, Inc1.7MShares$127 Million0.29% of portfolio
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Bogart Wealth, LLC1.62MShares$121 Million4.94% of portfolio