Triad Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
A detailed history of Triad Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 26,108 shares of JPIE stock, worth $1.2 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
26,108Holding current value
$1.2 Million% of portfolio
0.43%Shares
1 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
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Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88 Million0.71% of portfolio
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Royal Bank Of Canada Toronto, A61.88MShares$86.1 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.78MShares$81.6 Million0.7% of portfolio