Planned Solutions, Inc. J P Morgan Exchange Traded Fd Transaction History
Planned Solutions, Inc.
- $207 Million
- Q2 2024
A detailed history of Planned Solutions, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Planned Solutions, Inc. holds 301,768 shares of JPIE stock, worth $14 Million. This represents 6.64% of its overall portfolio holdings.
Number of Shares
301,768
Previous 296,751
1.69%
Holding current value
$14 Million
Previous $13.5 Million
1.47%
% of portfolio
6.64%
Previous 6.52%
Shares
7 transactions
Others Institutions Holding JPIE
# of Institutions
203Shares Held
26.4MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.25MShares$105 Million15.11% of portfolio
-
Jpmorgan Chase & CO New York, NY2.04MShares$94.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.91MShares$88.5 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.54MShares$71.4 Million0.87% of portfolio
-
Bank Of America Corp Charlotte, NC1.21MShares$56.1 Million0.0% of portfolio