Richard W. Paul & Associates, LLC J P Morgan Exchange Traded Fd Transaction History
Richard W. Paul & Associates, LLC
- $251 Billion
- Q1 2024
A detailed history of Richard W. Paul & Associates, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 19,345 shares of JPIE stock, worth $878,456. This represents 0.35% of its overall portfolio holdings.
Number of Shares
19,345
Previous 15,071
28.36%
Holding current value
$878,456
Previous $687 Million
28.22%
% of portfolio
0.35%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
180Shares Held
20.5MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.17MShares$98.6 Million15.13% of portfolio
-
Jpmorgan Chase & CO New York, NY1.84MShares$83.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$46 Million0.0% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO739KShares$33.6 Million4.35% of portfolio
-
D'Orazio & Associates, Inc. Falls Church, VA628KShares$28.5 Million4.63% of portfolio