Creative Planning J P Morgan Exchange Traded Fd Transaction History

Creative Planning

$93.6 Billion
Q2 2024

A detailed history of Creative Planning transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Creative Planning holds 14,204 shares of JPIE stock, worth $658,497. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,204

Holding current value

$658,497

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 15, 2024	BUY	$44.81 - $45.47 $636,481 - $645,855	14,204 New	14,204 $645,000

Others Institutions Holding JPIE

# of Institutions

203

Shares Held

26.4M

Call Options Held

Put Options Held

Heritage Financial Services, LLC

2.25M
Shares

$105 Million
15.11% of portfolio
Jpmorgan Chase & CO New York, NY

2.04M
Shares

$94.3 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.91M
Shares

$88.5 Million
0.02% of portfolio
Sequoia Financial Advisors, LLC

1.54M
Shares

$71.4 Million
0.87% of portfolio
Bank Of America Corp Charlotte, NC

1.21M
Shares

$56.1 Million
0.0% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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