Investment Planning Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 66,919 shares of JEPI stock, worth $3.94 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
66,919
Previous 66,919
-0.0%
Holding current value
$3.94 Million
Previous $3.79 Billion
99.9%
% of portfolio
2.15%
Previous 1.94%
Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,140Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.25 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.66 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.11 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$745 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$418 Million0.14% of portfolio