Anderson Financial Strategies, LLC J P Morgan Exchange Traded Fd Transaction History
Anderson Financial Strategies, LLC
- $169 Billion
- Q3 2025
A detailed history of Anderson Financial Strategies, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Anderson Financial Strategies, LLC holds 151,272 shares of JPRE stock, worth $7.17 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
151,272
Previous 134,307
12.63%
Holding current value
$7.17 Million
Previous $6.4 Billion
13.32%
% of portfolio
4.29%
Previous 4.09%
Shares
2 transactions
Others Institutions Holding JPRE
# of Institutions
57Shares Held
7.89MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.22MShares$295 Million0.02% of portfolio
-
First Foundation Advisors Irvine, CA439KShares$20.8 Million0.8% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL160KShares$7.58 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC125KShares$5.93 Million0.0% of portfolio
-
Beta Wealth Group, Inc.117KShares$5.52 Million2.98% of portfolio