Investment Planning Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
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 220,272 shares of JPIE stock, worth $10.1 Million. This represents 5.03% of its overall portfolio holdings.
Number of Shares
220,272
Previous 122,386
79.98%
Holding current value
$10.1 Million
Previous $5.68 Million
76.99%
% of portfolio
5.03%
Previous 3.06%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
249Shares Held
37.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$227 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.4 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.5 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.3 Million0.85% of portfolio