Investment Planning Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Investment Planning Advisors, Inc.
- $202 Million
- Q1 2025
A detailed history of Investment Planning Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 226,169 shares of JPIE stock, worth $10.4 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
226,169
Previous 220,272
2.68%
Holding current value
$10.4 Million
Previous $10 Million
3.69%
% of portfolio
5.15%
Previous 5.03%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
295Shares Held
46.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$230 Million0.02% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.4 Million0.86% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.7 Million0.02% of portfolio