Planning Capital Management Corp J P Morgan Exchange Traded Fd Transaction History
Planning Capital Management Corp
- $151 Billion
- Q3 2024
A detailed history of Planning Capital Management Corp transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Planning Capital Management Corp holds 171 shares of JEPI stock, worth $9,702. This represents 0.01% of its overall portfolio holdings.
Number of Shares
171
Previous 260
34.23%
Holding current value
$9,702
Previous $14.7 Million
30.9%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,435Shares Held
333MCall Options Held
737KPut Options Held
636K-
Morgan Stanley New York, NY47MShares$2.67 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC32.9MShares$1.87 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17MShares$963 Million0.19% of portfolio
-
Envestnet Asset Management Inc9.43MShares$535 Million0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY8.22MShares$466 Million0.03% of portfolio