Comprehensive Financial Planning, Inc./Pa J P Morgan Exchange Traded Fd Transaction History
Comprehensive Financial Planning, Inc./Pa
- $118 Billion
- Q4 2024
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 11,189 shares of JEPI stock, worth $659,479. This represents 0.54% of its overall portfolio holdings.
Number of Shares
11,189Holding current value
$659,479% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,205Shares Held
283MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA12.5MShares$737 Million0.17% of portfolio
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Ubs Group Ag7.13MShares$420 Million0.09% of portfolio