Pds Planning, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History
Pds Planning, Inc
- $947 Million
- Q1 2024
A detailed history of Pds Planning, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Pds Planning, Inc holds 21,949 shares of JEPQ stock, worth $1.22 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
21,949
Previous 9,101
141.17%
Holding current value
$1.22 Million
Previous $454,000
162.11%
% of portfolio
0.13%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding JEPQ
# of Institutions
513Shares Held
85.7MCall Options Held
65.2KPut Options Held
102K-
Morgan Stanley New York, NY10.3MShares$569 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$555 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.2MShares$344 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC4.47MShares$248 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.1MShares$228 Million0.05% of portfolio