Obsidian Personal Planning Solutions LLC J P Morgan Exchange Traded Fd Transaction History
Obsidian Personal Planning Solutions LLC
- $223 Million
- Q1 2025
A detailed history of Obsidian Personal Planning Solutions LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 278,961 shares of JPIE stock, worth $12.8 Million. This represents 5.76% of its overall portfolio holdings.
Number of Shares
278,961Holding current value
$12.8 Million% of portfolio
5.76%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
307Shares Held
52.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$233 Million0.02% of portfolio
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Morgan Stanley New York, NY3.2MShares$147 Million0.01% of portfolio
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Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
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Heritage Financial Services, LLC2.18MShares$100 Million10.15% of portfolio
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Sequoia Financial Advisors, LLC2.16MShares$99.4 Million0.86% of portfolio