Investment Planning Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 33,418 shares of JEPQ stock, worth $1.89 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
33,418
Previous 33,418
-0.0%
Holding current value
$1.89 Million
Previous $1.85 Billion
99.9%
% of portfolio
0.99%
Previous 0.95%
Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
628Shares Held
118MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$987 Million0.08% of portfolio
-
Morgan Stanley New York, NY14.8MShares$838 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.05MShares$456 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.82MShares$386 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA5.2MShares$294 Million0.07% of portfolio