Planning Directions Inc J P Morgan Exchange Traded Fd Transaction History
Planning Directions Inc
- $164 Million
- Q3 2024
A detailed history of Planning Directions Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Planning Directions Inc holds 40,412 shares of JEPI stock, worth $2.43 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
40,412
Previous 36,401
11.02%
Holding current value
$2.43 Million
Previous $2.06 Million
16.53%
% of portfolio
1.47%
Previous 1.44%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.35 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$752 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$429 Million0.09% of portfolio