Family Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History
Family Asset Management, LLC
- $166 Billion
- Q3 2024
A detailed history of Family Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Family Asset Management, LLC holds 54,086 shares of JPIE stock, worth $2.48 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
54,086
Previous 43,741
23.65%
Holding current value
$2.48 Million
Previous $1.99 Billion
26.18%
% of portfolio
1.51%
Previous 1.28%
Shares
8 transactions
Others Institutions Holding JPIE
# of Institutions
305Shares Held
52.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$232 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$147 Million0.01% of portfolio
-
Savant Capital, LLC2.5MShares$114 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.18MShares$99.9 Million10.15% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$98.9 Million0.86% of portfolio