Waterloo Capital, L.P. J P Morgan Exchange Traded Fd Transaction History

Waterloo Capital, L.P.

$1.08 Trillion
Q1 2025

A detailed history of Waterloo Capital, L.P. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Waterloo Capital, L.P. holds 172,101 shares of JPIE stock, worth $7.92 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

172,101

Holding current value

$7.92 Million

% of portfolio

0.74%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$45.46 - $46.18 $7.82 Million - $7.95 Million	172,101 New	172,101 $7.93 Billion

Others Institutions Holding JPIE

# of Institutions

307

Shares Held

52.6M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

5.07M
Shares

$233 Million
0.02% of portfolio
Morgan Stanley New York, NY

3.2M
Shares

$147 Million
0.01% of portfolio
Savant Capital, LLC

2.5M
Shares

$115 Million
0.87% of portfolio
Heritage Financial Services, LLC

2.18M
Shares

$100 Million
10.15% of portfolio
Sequoia Financial Advisors, LLC

2.16M
Shares

$99.4 Million
0.86% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Waterloo Capital, L.P. J P Morgan Exchange Traded Fd Transaction History