Investment Planning Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 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 20,175 shares of JPIE stock, worth $932,690. This represents 0.34% of its overall portfolio holdings.
Number of Shares
20,175
Previous 20,477
1.47%
Holding current value
$932,690
Previous $948,000
1.27%
% of portfolio
0.34%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding JPIE
# of Institutions
384Shares Held
79MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY7.43MShares$343 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.4MShares$249 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$213 Million1.46% of portfolio
-
Savant Capital, LLC3.54MShares$164 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$119 Million0.02% of portfolio