Financial Planning & Information Services, Inc. J P Morgan Exchange Traded Fd Transaction History
Financial Planning & Information Services, Inc.
- $725 Million
- Q3 2024
A detailed history of Financial Planning & Information Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 1,247,515 shares of JCPB stock, worth $57.6 Million. This represents 8.3% of its overall portfolio holdings.
Number of Shares
1,247,515
Previous 991,815
25.78%
Holding current value
$57.6 Million
Previous $46 Million
30.97%
% of portfolio
8.3%
Previous 7.02%
Shares
8 transactions
Others Institutions Holding JCPB
# of Institutions
312Shares Held
76.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$359 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.18MShares$147 Million9.41% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$103 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.2 Million0.14% of portfolio
-
Janney Montgomery Scott LLC1.93MShares$89.1 Million0.25% of portfolio