Investment Planning Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 33,418 shares of JEPQ stock, worth $1.84 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
33,418
Previous 33,418
-0.0%
Holding current value
$1.84 Million
Previous $1.85 Billion
99.9%
% of portfolio
0.99%
Previous 0.95%
Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
610Shares Held
111MCall Options Held
80.9KPut Options Held
82.6K-
Jpmorgan Chase & CO New York, NY16.4MShares$902 Million0.08% of portfolio
-
Morgan Stanley New York, NY12.6MShares$695 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.22MShares$396 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$319 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.83MShares$265 Million0.07% of portfolio