Pds Planning, Inc J P Morgan Exchange Traded Fd Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

A detailed history of Pds Planning, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pds Planning, Inc holds 16,228 shares of JPIE stock, worth $743,404. This represents 0.07% of its overall portfolio holdings.

Number of Shares

16,228

Holding current value

$743,404

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	BUY	$45.17 - $46.39 $733,018 - $752,816	16,228 New	16,228 $752,000

Others Institutions Holding JPIE

# of Institutions

238

Shares Held

36.2M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

4.93M
Shares

$226 Million
0.02% of portfolio
Heritage Financial Services, LLC

2.37M
Shares

$108 Million
15.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.88M
Shares

$86.1 Million
0.02% of portfolio
Sequoia Financial Advisors, LLC

1.64M
Shares

$75 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

1.53M
Shares

$69.9 Million
0.01% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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