Mallini Complete Financial Planning LLC J P Morgan Exchange Traded Fd Transaction History
Mallini Complete Financial Planning LLC
- $105 Billion
- Q1 2025
A detailed history of Mallini Complete Financial Planning LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mallini Complete Financial Planning LLC holds 5,013 shares of JPIE stock, worth $231,550. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,013
Previous 5,090
1.51%
Holding current value
$231,550
Previous $232 Million
0.54%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
307Shares Held
52.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$148 Million0.01% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.18MShares$101 Million10.15% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.7 Million0.86% of portfolio