Planning Directions Inc J P Morgan Exchg Traded Fd Tr Transaction History
Planning Directions Inc
- $188 Million
- Q3 2025
A detailed history of Planning Directions Inc transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Planning Directions Inc holds 16,652 shares of JIRE stock, worth $1.25 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
16,652
Previous 12,130
37.28%
Holding current value
$1.25 Million
Previous $858,000
42.66%
% of portfolio
0.65%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding JIRE
# of Institutions
281Shares Held
110MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY61.3MShares$4.6 Billion0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$432 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.73MShares$205 Million0.06% of portfolio
-
Janney Montgomery Scott LLC1.73MShares$130 Million0.3% of portfolio
-
Bogart Wealth, LLC1.63MShares$122 Million4.89% of portfolio