Next Level Wealth Planning, LLC J P Morgan Exchange Traded Fd Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 2025
A detailed history of Next Level Wealth Planning, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 4,742 shares of JPIE stock, worth $219,175. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,742Holding current value
$219,175% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
329Shares Held
54.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Savant Capital, LLC3.21MShares$148 Million0.97% of portfolio
-
Morgan Stanley New York, NY3.2MShares$148 Million0.01% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio
-
Royal Bank Of Canada Toronto, A61.96MShares$90.7 Million0.02% of portfolio