Kingswood Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 46,921 shares of JPIE stock, worth $2.15 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
46,921
Previous 52,170
10.06%
Holding current value
$2.15 Million
Previous $2.42 Billion
11.55%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
259Shares Held
38.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.78MShares$81.6 Million0.7% of portfolio