Pds Planning, Inc J P Morgan Exchange Traded Fd Transaction History
Pds Planning, Inc
- $1.17 Billion
- Q1 2025
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 24,220 shares of JPIE stock, worth $1.11 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
24,220
Previous 15,626
55.0%
Holding current value
$1.11 Million
Previous $712,000
56.6%
% of portfolio
0.1%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
295Shares Held
46.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$230 Million0.02% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.4 Million0.86% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.7 Million0.02% of portfolio