Pds Planning, Inc J P Morgan Exchange Traded Fd Transaction History
Pds Planning, Inc
- $1.11 Billion
- Q4 2024
A detailed history of Pds Planning, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pds Planning, Inc holds 15,626 shares of JPIE stock, worth $718,014. This represents 0.06% of its overall portfolio holdings.
Number of Shares
15,626
Previous 16,228
3.71%
Holding current value
$718,014
Previous $752,000
5.32%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
273Shares Held
41.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$230 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.3 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.85MShares$85.1 Million0.01% of portfolio