Strategies Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Strategies Wealth Advisors, LLC
- $748 Billion
- Q3 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 98,236 shares of JPIE stock, worth $4.51 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
98,236
Previous 89,006
10.37%
Holding current value
$4.51 Million
Previous $4.05 Billion
12.63%
% of portfolio
0.61%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
248Shares Held
37.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$227 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$86.4 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.3 Million0.85% of portfolio