Pds Planning, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History
Pds Planning, Inc
- $1.11 Billion
- Q4 2024
A detailed history of Pds Planning, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Pds Planning, Inc holds 36,894 shares of JEPQ stock, worth $1.85 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
36,894
Previous 36,688
0.56%
Holding current value
$1.85 Million
Previous $2.02 Million
3.23%
% of portfolio
0.19%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding JEPQ
# of Institutions
781Shares Held
139MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.01 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$833 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$446 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC7.91MShares$396 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.7MShares$285 Million0.07% of portfolio